Beese Fulmer Investment 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 | $472K | Buy |
2,064
+429
| +26% | +$98.2K | 0.04% | 189 |
|
|
2025
Q1 | $379K | Hold |
1,635
| – | – | 0.03% | 178 |
|
|
2024
Q4 | $330K | Hold |
1,635
| – | – | 0.03% | 186 |
|
|
2024
Q3 | $339K | Hold |
1,635
| – | – | 0.03% | 182 |
|
|
2024
Q2 | $349K | Hold |
1,635
| – | – | 0.03% | 174 |
|
|
2024
Q1 | $349K | Sell |
1,635
-249
| -13% | -$53.1K | 0.03% | 176 |
|
|
2023
Q4 | $337K | Hold |
1,884
| – | – | 0.03% | 176 |
|
|
2023
Q3 | $287K | Sell |
1,884
-200
| -10% | -$30.5K | 0.03% | 180 |
|
|
2023
Q2 | $361K | Hold |
2,084
| – | – | 0.04% | 169 |
|
|
2023
Q1 | $340K | Sell |
2,084
-21
| -1% | -$3.43K | 0.04% | 170 |
|
|
2022
Q4 | $330K | Hold |
2,105
| – | – | 0.04% | 175 |
|
|
2022
Q3 | $337K | Sell |
2,105
-55
| -3% | -$8.81K | 0.05% | 164 |
|
|
2022
Q2 | $330K | Buy |
2,160
+55
| +3% | +$8.4K | 0.04% | 173 |
|
|
2022
Q1 | $334K | Buy |
2,105
+21
| +1% | +$3.33K | 0.04% | 179 |
|
|
2021
Q4 | $348K | Hold |
2,084
| – | – | 0.04% | 179 |
|
|
2021
Q3 | $311K | Hold |
2,084
| – | – | 0.04% | 187 |
|
|
2021
Q2 | $292K | Buy |
2,084
+34
| +2% | +$4.76K | 0.03% | 185 |
|
|
2021
Q1 | $264K | Hold |
2,050
| – | – | 0.03% | 185 |
|
|
2020
Q4 | $242K | Hold |
2,050
| – | – | 0.03% | 183 |
|
|
2020
Q3 | $232K | Hold |
2,050
| – | – | 0.03% | 173 |
|
|
2020
Q2 | $217K | Buy |
+2,050
| New | +$217K | 0.03% | 176 |
|
|
2020
Q1 | – | Sell |
-2,050
| Closed | -$234K | – | 201 |
|
|
2019
Q4 | $234K | Hold |
2,050
| – | – | 0.03% | 180 |
|
|
2019
Q3 | $236K | Hold |
2,050
| – | – | 0.04% | 181 |
|
|
2019
Q2 | $237K | Hold |
2,050
| – | – | 0.04% | 156 |
|
|
2019
Q1 | $213K | Buy |
+2,050
| New | +$213K | 0.04% | 165 |
|
|
2018
Q4 | – | Sell |
-2,225
| Closed | -$201K | – | 188 |
|
|
2018
Q3 | $201K | Buy |
+2,225
| New | +$201K | 0.04% | 182 |
|