Boston Financial Management’s Waste Management WM Stock Holding History

Boston Financial Management’s Portfolio WM Stock Details WM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	$1.59M	Hold	7,876	–	–	0.05%	161
2024 Q3	$1.64M	Sell	7,876 -38	-0.5%	-$7.89K	0.05%	160
2024 Q2	$1.69M	Sell	7,914 -51	-0.6%	-$10.9K	0.05%	156
2024 Q1	$1.7M	Buy	7,965 +400	+5%	+$85.3K	0.05%	153
2023 Q4	$1.35M	Sell	7,565 -318	-4%	-$57K	0.05%	168
2023 Q3	$1.2M	Buy	7,883 +111	+1%	+$16.9K	0.04%	161
2023 Q2	$1.35M	Buy	7,772 +2,092	+37%	+$363K	0.05%	165
2023 Q1	$927K	Buy	5,680 +476	+9%	+$77.7K	0.04%	181
2022 Q4	$816K	Hold	5,204	–	–	0.03%	193
2022 Q3	$834K	Sell	5,204 -8	-0.2%	-$1.28K	0.04%	181
2022 Q2	$797K	Buy	5,212 +145	+3%	+$22.2K	0.03%	175
2022 Q1	$803K	Buy	5,067 +486	+11%	+$77K	0.03%	180
2021 Q4	$765K	Buy	4,581 +4	+0.1%	+$668	0.03%	164
2021 Q3	$684K	Buy	4,577 +966	+27%	+$144K	0.03%	161
2021 Q2	$506K	Buy	3,611 +115	+3%	+$16.1K	0.02%	179
2021 Q1	$451K	Hold	3,496	–	–	0.02%	177
2020 Q4	$412K	Sell	3,496 -51	-1%	-$6.01K	0.02%	183
2020 Q3	$401K	Hold	3,547	–	–	0.02%	178
2020 Q2	$376K	Hold	3,547	–	–	0.02%	178
2020 Q1	$328K	Hold	3,547	–	–	0.02%	192
2019 Q4	$404K	Sell	3,547 -29	-0.8%	-$3.3K	0.02%	188
2019 Q3	$411K	Buy	3,576 +29	+0.8%	+$3.33K	0.02%	193
2019 Q2	$409K	Sell	3,547 -229	-6%	-$26.4K	0.02%	198
2019 Q1	$392K	Sell	3,776 -199	-5%	-$20.7K	0.02%	205
2018 Q4	$354K	Buy	3,975 +499	+14%	+$44.4K	0.02%	211
2018 Q3	$314K	Hold	3,476	–	–	0.02%	248
2018 Q2	$283K	Sell	3,476 -350	-9%	-$28.5K	0.02%	230
2018 Q1	$322K	Hold	3,826	–	–	0.02%	220
2017 Q4	$330K	Hold	3,826	–	–	0.02%	223
2017 Q3	$299K	Sell	3,826 -350	-8%	-$27.4K	0.02%	222
2017 Q2	$306K	Hold	4,176	–	–	0.02%	232
2017 Q1	$305K	Sell	4,176 -2,700	-39%	-$197K	0.02%	230
2016 Q4	$488K	Buy	6,876 +751	+12%	+$53.3K	0.04%	206
2016 Q3	$391K	Sell	6,125 -550	-8%	-$35.1K	0.03%	210
2016 Q2	$442K	Buy	+6,675	New	+$442K	0.04%	197
2014 Q1	–	Sell	-4,700	Closed	-$211K	–	206
2013 Q4	$211K	Buy	+4,700	New	+$211K	0.03%	201