BFS
Bard Financial Services’s Waste Management WM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.76M | Sell |
33,925
-295
| -0.9% | -$67.5K | 0.93% | 30 |
|
|
2025
Q1 | $7.92M | Sell |
34,220
-260
| -0.8% | -$60.2K | 0.97% | 31 |
|
|
2024
Q4 | $6.96M | Hold |
34,480
| – | – | 0.83% | 32 |
|
|
2024
Q3 | $7.16M | Sell |
34,480
-18,680
| -35% | -$3.88M | 0.84% | 33 |
|
|
2024
Q2 | $11.3M | Sell |
53,160
-300
| -0.6% | -$64K | 1.17% | 25 |
|
|
2024
Q1 | $11.4M | Hold |
53,460
| – | – | 1.21% | 22 |
|
|
2023
Q4 | $9.57M | Hold |
53,460
| – | – | 1.07% | 25 |
|
|
2023
Q3 | $8.15M | Hold |
53,460
| – | – | 1.01% | 26 |
|
|
2023
Q2 | $9.27M | Buy |
53,460
+250
| +0.5% | +$43.4K | 0.7% | 35 |
|
|
2023
Q1 | $8.68M | Sell |
53,210
-150
| -0.3% | -$24.5K | 0.7% | 37 |
|
|
2022
Q4 | $8.37M | Buy |
53,360
+95
| +0.2% | +$14.9K | 0.71% | 35 |
|
|
2022
Q3 | $8.53M | Hold |
53,265
| – | – | 0.8% | 31 |
|
|
2022
Q2 | $8.15M | Hold |
53,265
| – | – | 0.74% | 33 |
|
|
2022
Q1 | $8.44M | Hold |
53,265
| – | – | 0.69% | 38 |
|
|
2021
Q4 | $8.89M | Sell |
53,265
-250
| -0.5% | -$41.7K | 0.72% | 36 |
|
|
2021
Q3 | $7.99M | Sell |
53,515
-825
| -2% | -$123K | 0.71% | 38 |
|
|
2021
Q2 | $7.61M | Hold |
54,340
| – | – | 0.68% | 42 |
|
|
2021
Q1 | $7.01M | Sell |
54,340
-3,000
| -5% | -$387K | 0.68% | 41 |
|
|
2020
Q4 | $6.76M | Buy |
+57,340
| New | +$6.76M | 0.68% | 40 |
|