BOK Financial Private Wealth’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 | $1.02M | Sell |
4,455
-57
| -1% | -$13K | 0.07% | 86 |
|
|
2025
Q1 | $1.04M | Sell |
4,512
-1,266
| -22% | -$293K | 0.08% | 88 |
|
|
2024
Q4 | $1.17M | Sell |
5,778
-402
| -7% | -$81.1K | 0.08% | 92 |
|
|
2024
Q3 | $1.28M | Buy |
6,180
+1,168
| +23% | +$242K | 0.09% | 92 |
|
|
2024
Q2 | $1.07M | Hold |
5,012
| – | – | 0.08% | 101 |
|
|
2024
Q1 | $1.07M | Buy |
5,012
+102
| +2% | +$21.7K | 0.08% | 101 |
|
|
2023
Q4 | $879K | Hold |
4,910
| – | – | 0.07% | 104 |
|
|
2023
Q3 | $748K | Hold |
4,910
| – | – | 0.07% | 106 |
|
|
2023
Q2 | $851K | Sell |
4,910
-7
| -0.1% | -$1.21K | 0.07% | 103 |
|
|
2023
Q1 | $802K | Buy |
4,917
+7
| +0.1% | +$1.14K | 0.06% | 110 |
|
|
2022
Q4 | $770K | Sell |
4,910
-2,000
| -29% | -$314K | 0.06% | 110 |
|
|
2022
Q3 | $1.11M | Sell |
6,910
-330
| -5% | -$52.9K | 0.1% | 100 |
|
|
2022
Q2 | $1.11M | Sell |
7,240
-2,344
| -24% | -$359K | 0.1% | 104 |
|
|
2022
Q1 | $1.52M | Buy |
9,584
+240
| +3% | +$38K | 0.11% | 109 |
|
|
2021
Q4 | $1.56M | Buy |
+9,344
| New | +$1.56M | 0.11% | 107 |
|