Boyar Asset Management’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 | $1.35M | Sell |
5,911
-150
| -2% | -$34.3K | 0.89% | 29 |
|
2025
Q1 | $1.4M | Hold |
6,061
| – | – | 1.02% | 28 |
|
2024
Q4 | $1.22M | Sell |
6,061
-100
| -2% | -$20.2K | 0.81% | 33 |
|
2024
Q3 | $1.28M | Sell |
6,161
-100
| -2% | -$20.8K | 0.82% | 34 |
|
2024
Q2 | $1.34M | Sell |
6,261
-100
| -2% | -$21.3K | 0.92% | 30 |
|
2024
Q1 | $1.36M | Hold |
6,361
| – | – | 0.88% | 33 |
|
2023
Q4 | $1.14M | Hold |
6,361
| – | – | 0.86% | 35 |
|
2023
Q3 | $970K | Hold |
6,361
| – | – | 0.76% | 35 |
|
2023
Q2 | $1.1M | Hold |
6,361
| – | – | 0.82% | 37 |
|
2023
Q1 | $1.04M | Sell |
6,361
-80
| -1% | -$13.1K | 0.8% | 34 |
|
2022
Q4 | $1.01M | Sell |
6,441
-90
| -1% | -$14.1K | 0.82% | 31 |
|
2022
Q3 | $1.05M | Hold |
6,531
| – | – | 0.86% | 33 |
|
2022
Q2 | $999K | Sell |
6,531
-535
| -8% | -$81.8K | 0.82% | 32 |
|
2022
Q1 | $1.12M | Hold |
7,066
| – | – | 0.72% | 36 |
|
2021
Q4 | $1.18M | Hold |
7,066
| – | – | 0.71% | 37 |
|
2021
Q3 | $1.06M | Sell |
7,066
-100
| -1% | -$14.9K | 0.69% | 40 |
|
2021
Q2 | $1M | Sell |
7,166
-20
| -0.3% | -$2.8K | 0.65% | 42 |
|
2021
Q1 | $927K | Hold |
7,186
| – | – | 0.63% | 43 |
|
2020
Q4 | $847K | Sell |
7,186
-135
| -2% | -$15.9K | 0.64% | 42 |
|
2020
Q3 | $829K | Sell |
7,321
-200
| -3% | -$22.6K | 0.7% | 36 |
|
2020
Q2 | $797K | Hold |
7,521
| – | – | 0.74% | 36 |
|
2020
Q1 | $696K | Buy |
7,521
+90
| +1% | +$8.33K | 0.78% | 31 |
|
2019
Q4 | $847K | Sell |
7,431
-100
| -1% | -$11.4K | 0.61% | 42 |
|
2019
Q3 | $866K | Buy |
7,531
+100
| +1% | +$11.5K | 0.66% | 40 |
|
2019
Q2 | $857K | Hold |
7,431
| – | – | 0.63% | 40 |
|
2019
Q1 | $772K | Sell |
7,431
-100
| -1% | -$10.4K | 0.58% | 41 |
|
2018
Q4 | $670K | Hold |
7,531
| – | – | 0.55% | 44 |
|
2018
Q3 | $681K | Hold |
7,531
| – | – | 0.46% | 47 |
|
2018
Q2 | $613K | Sell |
7,531
-100
| -1% | -$8.14K | 0.45% | 47 |
|
2018
Q1 | $642K | Hold |
7,631
| – | – | 0.47% | 44 |
|
2017
Q4 | $659K | Sell |
7,631
-300
| -4% | -$25.9K | 0.47% | 44 |
|
2017
Q3 | $621K | Sell |
7,931
-430
| -5% | -$33.7K | 0.46% | 48 |
|
2017
Q2 | $613K | Sell |
8,361
-135
| -2% | -$9.9K | 0.45% | 48 |
|
2017
Q1 | $620K | Hold |
8,496
| – | – | 0.46% | 49 |
|
2016
Q4 | $602K | Hold |
8,496
| – | – | 0.6% | 47 |
|
2016
Q3 | $542K | Hold |
8,496
| – | – | 0.43% | 52 |
|
2016
Q2 | $563K | Hold |
8,496
| – | – | 0.45% | 51 |
|
2016
Q1 | $501K | Hold |
8,496
| – | – | 0.39% | 52 |
|
2015
Q4 | $453K | Sell |
8,496
-50
| -0.6% | -$2.67K | 0.36% | 54 |
|
2015
Q3 | $426K | Hold |
8,546
| – | – | 0.36% | 54 |
|
2015
Q2 | $396K | Hold |
8,546
| – | – | 0.3% | 58 |
|
2015
Q1 | $463K | Sell |
8,546
-400
| -4% | -$21.7K | 0.35% | 54 |
|
2014
Q4 | $459K | Sell |
8,946
-3,475
| -28% | -$178K | 0.36% | 55 |
|
2014
Q3 | $590K | Sell |
12,421
-2,649
| -18% | -$126K | 0.46% | 55 |
|
2014
Q2 | $674K | Buy |
15,070
+700
| +5% | +$31.3K | 0.54% | 49 |
|
2014
Q1 | $605K | Buy |
14,370
+875
| +6% | +$36.8K | 0.49% | 53 |
|
2013
Q4 | $606K | Buy |
13,495
+894
| +7% | +$40.1K | 0.5% | 50 |
|
2013
Q3 | $520K | Buy |
12,601
+718
| +6% | +$29.6K | 0.5% | 48 |
|
2013
Q2 | $479K | Buy |
+11,883
| New | +$479K | 0.48% | 50 |
|