Baker Tilly Wealth Management’s Waste Management WM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $793K | Buy |
3,465
+35
| +1% | +$8.01K | 0.28% | 77 |
|
|
2025
Q1 | $794K | Buy |
3,430
+46
| +1% | +$10.6K | 0.31% | 81 |
|
|
2024
Q4 | $683K | Buy |
3,384
+289
| +9% | +$58.3K | 0.27% | 88 |
|
|
2024
Q3 | $643K | Sell |
3,095
-513
| -14% | -$107K | 0.28% | 90 |
|
|
2024
Q2 | $770K | Sell |
3,608
-7,228
| -67% | -$1.54M | 0.31% | 78 |
|
|
2024
Q1 | $2.31M | Sell |
10,836
-469
| -4% | -$100K | 0.42% | 57 |
|
|
2023
Q4 | $2.02M | Sell |
11,305
-2,463
| -18% | -$441K | 0.33% | 66 |
|
|
2023
Q3 | $2.1M | Sell |
13,768
-9,210
| -40% | -$1.4M | 0.35% | 64 |
|
|
2023
Q2 | $3.98M | Sell |
22,978
-858
| -4% | -$149K | 0.42% | 54 |
|
|
2023
Q1 | $3.89M | Buy |
23,836
+1,851
| +8% | +$302K | 0.44% | 49 |
|
|
2022
Q4 | $3.45M | Sell |
21,985
-532
| -2% | -$83.5K | 0.42% | 59 |
|
|
2022
Q3 | $3.61M | Sell |
22,517
-145
| -0.6% | -$23.2K | 0.49% | 45 |
|
|
2022
Q2 | $3.47M | Buy |
22,662
+671
| +3% | +$103K | 0.45% | 53 |
|
|
2022
Q1 | $3.49M | Buy |
21,991
+1,363
| +7% | +$216K | 0.39% | 59 |
|
|
2021
Q4 | $3.44M | Buy |
20,628
+809
| +4% | +$135K | 0.37% | 56 |
|
|
2021
Q3 | $2.96M | Buy |
19,819
+5,191
| +35% | +$775K | 0.39% | 50 |
|
|
2021
Q2 | $2.05M | Buy |
14,628
+3,032
| +26% | +$425K | 0.33% | 67 |
|
|
2021
Q1 | $1.5M | Buy |
11,596
+4,106
| +55% | +$530K | 0.31% | 80 |
|
|
2020
Q4 | $883K | Buy |
+7,490
| New | +$883K | 0.27% | 92 |
|