Boston Family Office’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 | $4.05M | Buy |
17,697
+35
| +0.2% | +$8.01K | 0.27% | 81 |
|
|
2025
Q1 | $4.09M | Buy |
17,662
+55
| +0.3% | +$12.7K | 0.29% | 75 |
|
|
2024
Q4 | $3.55M | Sell |
17,607
-15
| -0.1% | -$3.03K | 0.24% | 85 |
|
|
2024
Q3 | $3.66M | Sell |
17,622
-15
| -0.1% | -$3.11K | 0.25% | 84 |
|
|
2024
Q2 | $3.76M | Sell |
17,637
-45
| -0.3% | -$9.6K | 0.27% | 78 |
|
|
2024
Q1 | $3.77M | Sell |
17,682
-543
| -3% | -$116K | 0.27% | 76 |
|
|
2023
Q4 | $3.26M | Hold |
18,225
| – | – | 0.25% | 80 |
|
|
2023
Q3 | $2.78M | Sell |
18,225
-575
| -3% | -$87.6K | 0.23% | 83 |
|
|
2023
Q2 | $3.26M | Sell |
18,800
-620
| -3% | -$108K | 0.25% | 80 |
|
|
2023
Q1 | $3.17M | Sell |
19,420
-118
| -0.6% | -$19.2K | 0.25% | 77 |
|
|
2022
Q4 | $3.07M | Sell |
19,538
-118
| -0.6% | -$18.5K | 0.25% | 81 |
|
|
2022
Q3 | $3.15M | Buy |
19,656
+575
| +3% | +$92.1K | 0.28% | 78 |
|
|
2022
Q2 | $2.92M | Sell |
19,081
-600
| -3% | -$91.8K | 0.24% | 84 |
|
|
2022
Q1 | $3.12M | Sell |
19,681
-3,526
| -15% | -$559K | 0.22% | 89 |
|
|
2021
Q4 | $3.87M | Sell |
23,207
-1,007
| -4% | -$168K | 0.25% | 85 |
|
|
2021
Q3 | $3.62M | Hold |
24,214
| – | – | 0.26% | 82 |
|
|
2021
Q2 | $3.39M | Sell |
24,214
-5,346
| -18% | -$749K | 0.24% | 89 |
|
|
2021
Q1 | $4.14M | Sell |
29,560
-8,643
| -23% | -$1.21M | 0.31% | 80 |
|
|
2020
Q4 | $4.51M | Sell |
38,203
-448
| -1% | -$52.8K | 0.35% | 73 |
|
|
2020
Q3 | $4.37M | Sell |
38,651
-97
| -0.3% | -$11K | 0.4% | 64 |
|
|
2020
Q2 | $4.1M | Sell |
38,748
-972
| -2% | -$103K | 0.4% | 64 |
|
|
2020
Q1 | $3.68M | Buy |
39,720
+1,517
| +4% | +$140K | 0.43% | 63 |
|
|
2019
Q4 | $4.35M | Buy |
38,203
+8,063
| +27% | +$919K | 0.41% | 67 |
|
|
2019
Q3 | $3.47M | Buy |
30,140
+14,143
| +88% | +$1.63M | 0.36% | 79 |
|
|
2019
Q2 | $1.85M | Buy |
15,997
+997
| +7% | +$115K | 0.19% | 111 |
|
|
2019
Q1 | $1.56M | Buy |
15,000
+1,300
| +9% | +$135K | 0.17% | 119 |
|
|
2018
Q4 | $1.22M | Sell |
13,700
-50
| -0.4% | -$4.45K | 0.15% | 130 |
|
|
2018
Q3 | $1.24M | Hold |
13,750
| – | – | 0.13% | 139 |
|
|
2018
Q2 | $1.12M | Hold |
13,750
| – | – | 0.13% | 144 |
|
|
2018
Q1 | $1.16M | Hold |
13,750
| – | – | 0.13% | 141 |
|
|
2017
Q4 | $1.19M | Hold |
13,750
| – | – | 0.13% | 139 |
|
|
2017
Q3 | $1.08M | Hold |
13,750
| – | – | 0.12% | 150 |
|
|
2017
Q2 | $1.01M | Hold |
13,750
| – | – | 0.12% | 148 |
|
|
2017
Q1 | $1M | Hold |
13,750
| – | – | 0.12% | 147 |
|
|
2016
Q4 | $975K | Sell |
13,750
-84
| -0.6% | -$5.96K | 0.13% | 149 |
|
|
2016
Q3 | $882K | Hold |
13,834
| – | – | 0.11% | 152 |
|
|
2016
Q2 | $917K | Hold |
13,834
| – | – | 0.12% | 150 |
|
|
2016
Q1 | $816K | Hold |
13,834
| – | – | 0.11% | 155 |
|
|
2015
Q4 | $738K | Hold |
13,834
| – | – | 0.1% | 155 |
|
|
2015
Q3 | $689K | Hold |
13,834
| – | – | 0.1% | 159 |
|
|
2015
Q2 | $641K | Hold |
13,834
| – | – | 0.08% | 180 |
|
|
2015
Q1 | $750K | Hold |
13,834
| – | – | 0.09% | 172 |
|
|
2014
Q4 | $710K | Hold |
13,834
| – | – | 0.09% | 174 |
|
|
2014
Q3 | $658K | Hold |
13,834
| – | – | 0.08% | 179 |
|
|
2014
Q2 | $619K | Buy |
13,834
+1,084
| +9% | +$48.5K | 0.08% | 186 |
|
|
2014
Q1 | $536K | Sell |
12,750
-1,500
| -11% | -$63.1K | 0.07% | 192 |
|
|
2013
Q4 | $639K | Hold |
14,250
| – | – | 0.08% | 178 |
|
|
2013
Q3 | $588K | Sell |
14,250
-800
| -5% | -$33K | 0.08% | 177 |
|
|
2013
Q2 | $607K | Buy |
+15,050
| New | +$607K | 0.09% | 173 |
|