Boston Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.59M | Hold |
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|
2024
Q3 | $1.64M | Sell |
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|
2024
Q2 | $1.69M | Sell |
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|
2024
Q1 | $1.7M | Buy |
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|
2023
Q4 | $1.35M | Sell |
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|
2023
Q3 | $1.2M | Buy |
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|
2023
Q2 | $1.35M | Buy |
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|
2023
Q1 | $927K | Buy |
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|
2022
Q4 | $816K | Hold |
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|
2022
Q3 | $834K | Sell |
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|
2022
Q2 | $797K | Buy |
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|
2022
Q1 | $803K | Buy |
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|
2021
Q4 | $765K | Buy |
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|
2021
Q3 | $684K | Buy |
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|
2021
Q2 | $506K | Buy |
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|
2021
Q1 | $451K | Hold |
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|
2020
Q4 | $412K | Sell |
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|
2020
Q3 | $401K | Hold |
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|
2020
Q2 | $376K | Hold |
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|
2020
Q1 | $328K | Hold |
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|
2019
Q4 | $404K | Sell |
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|
2019
Q3 | $411K | Buy |
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|
2019
Q2 | $409K | Sell |
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|
2019
Q1 | $392K | Sell |
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|
2018
Q4 | $354K | Buy |
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|
2018
Q3 | $314K | Hold |
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|
2018
Q2 | $283K | Sell |
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|
2018
Q1 | $322K | Hold |
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|
2017
Q4 | $330K | Hold |
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|
2017
Q3 | $299K | Sell |
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|
2017
Q2 | $306K | Hold |
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|
2017
Q1 | $305K | Sell |
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|
2016
Q4 | $488K | Buy |
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|
2016
Q3 | $391K | Sell |
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|
2016
Q2 | $442K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $211K | Buy |
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