Beese Fulmer Investment Management’s Waste Management WM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $472K | Buy |
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|
2025
Q1 | $379K | Hold |
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|
2024
Q4 | $330K | Hold |
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|
2024
Q3 | $339K | Hold |
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|
2024
Q2 | $349K | Hold |
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|
2024
Q1 | $349K | Sell |
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|
2023
Q4 | $337K | Hold |
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|
2023
Q3 | $287K | Sell |
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|
2023
Q2 | $361K | Hold |
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|
2023
Q1 | $340K | Sell |
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|
2022
Q4 | $330K | Hold |
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|
2022
Q3 | $337K | Sell |
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|
2022
Q2 | $330K | Buy |
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|
2022
Q1 | $334K | Buy |
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|
2021
Q4 | $348K | Hold |
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|
2021
Q3 | $311K | Hold |
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|
2021
Q2 | $292K | Buy |
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|
2021
Q1 | $264K | Hold |
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|
2020
Q4 | $242K | Hold |
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|
2020
Q3 | $232K | Hold |
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|
2020
Q2 | $217K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $234K | Hold |
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|
2019
Q3 | $236K | Hold |
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|
2019
Q2 | $237K | Hold |
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|
2019
Q1 | $213K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $201K | Buy |
|