Boston Research & Management’s Waste Management WM Stock Holding History

Boston Research & 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
2025 Q2	$707K	Hold	3,090	–	–	0.17%	73
2025 Q1	$715K	Hold	3,090	–	–	0.18%	73
2024 Q4	$623K	Hold	3,090	–	–	0.15%	78
2024 Q3	$641K	Hold	3,090	–	–	0.15%	77
2024 Q2	$659K	Hold	3,090	–	–	0.17%	77
2024 Q1	$658K	Hold	3,090	–	–	0.16%	79
2023 Q4	$553K	Hold	3,090	–	–	0.15%	81
2023 Q3	$471K	Hold	3,090	–	–	0.14%	84
2023 Q2	$535K	Hold	3,090	–	–	0.15%	80
2023 Q1	$504K	Hold	3,090	–	–	0.15%	81
2022 Q4	$484K	Hold	3,090	–	–	0.15%	84
2022 Q3	$495K	Hold	3,090	–	–	0.17%	82
2022 Q2	$472K	Hold	3,090	–	–	0.15%	82
2022 Q1	$489K	Hold	3,090	–	–	0.14%	84
2021 Q4	$515K	Hold	3,090	–	–	0.14%	84
2021 Q3	$461K	Hold	3,090	–	–	0.14%	87
2021 Q2	$432K	Hold	3,090	–	–	0.13%	85
2021 Q1	$398K	Hold	3,090	–	–	0.13%	85
2020 Q4	$364K	Hold	3,090	–	–	0.13%	87
2020 Q3	$349K	Hold	3,090	–	–	0.14%	83
2020 Q2	$327K	Hold	3,090	–	–	0.14%	83
2020 Q1	$286K	Sell	3,090 -490	-14%	-$45.4K	0.14%	80
2019 Q4	$407K	Hold	3,580	–	–	0.15%	83
2019 Q3	$411K	Hold	3,580	–	–	0.16%	82
2019 Q2	$413K	Hold	3,580	–	–	0.17%	84
2019 Q1	$371K	Hold	3,580	–	–	0.15%	86
2018 Q4	$318K	Hold	3,580	–	–	0.15%	86
2018 Q3	$323K	Hold	3,580	–	–	0.15%	84
2018 Q2	$291K	Hold	3,580	–	–	0.14%	86
2018 Q1	$301K	Hold	3,580	–	–	0.15%	85
2017 Q4	$308K	Sell	3,580 -110	-3%	-$9.46K	0.15%	85
2017 Q3	$288K	Hold	3,690	–	–	0.15%	87
2017 Q2	$270K	Hold	3,690	–	–	0.15%	87
2017 Q1	$269K	Sell	3,690 -390	-10%	-$28.4K	0.15%	86
2016 Q4	$289K	Sell	4,080 -60	-1%	-$4.25K	0.16%	85
2016 Q3	$263K	Sell	4,140 -350	-8%	-$22.2K	0.15%	84
2016 Q2	$297K	Sell	4,490 -3,755	-46%	-$248K	0.18%	82
2016 Q1	$486K	Sell	8,245 -49,064	-86%	-$2.89M	0.3%	71
2015 Q4	$3.06M	Buy	57,309 +20	+0%	+$1.07K	1.9%	14
2015 Q3	$2.85M	Buy	57,289 +705	+1%	+$35.1K	1.88%	15
2015 Q2	$2.62M	Buy	56,584 +2,520	+5%	+$117K	1.66%	28
2015 Q1	$2.93M	Sell	54,064 -2,560	-5%	-$139K	1.86%	21
2014 Q4	$2.91M	Buy	56,624 +170	+0.3%	+$8.72K	1.82%	16
2014 Q3	$2.68M	Buy	56,454 +1,410	+3%	+$67K	1.8%	17
2014 Q2	$2.46M	Buy	55,044 +1,440	+3%	+$64.4K	1.7%	19
2014 Q1	$2.26M	Buy	53,604 +2,050	+4%	+$86.2K	1.66%	23
2013 Q4	$2.31M	Sell	51,554 -1,971	-4%	-$88.4K	1.78%	18
2013 Q3	$2.21M	Sell	53,525 -730	-1%	-$30.1K	1.86%	16
2013 Q2	$2.19M	Buy	+54,255	New	+$2.19M	1.95%	15