Brighton Jones LLC’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 | $1.53M | Sell |
6,666
-182
| -3% | -$41.6K | 0.04% | 235 |
|
|
2025
Q1 | $1.59M | Sell |
6,848
-13
| -0.2% | -$3.01K | 0.05% | 194 |
|
|
2024
Q4 | $1.38M | Buy |
6,861
+2,320
| +51% | +$468K | 0.04% | 212 |
|
|
2024
Q3 | $943K | Sell |
4,541
-1,843
| -29% | -$383K | 0.04% | 227 |
|
|
2024
Q2 | $1.36M | Buy |
6,384
+59
| +0.9% | +$12.6K | 0.05% | 188 |
|
|
2024
Q1 | $1.35M | Buy |
6,325
+642
| +11% | +$137K | 0.05% | 186 |
|
|
2023
Q4 | $1.02M | Buy |
5,683
+188
| +3% | +$33.7K | 0.04% | 203 |
|
|
2023
Q3 | $838K | Buy |
5,495
+231
| +4% | +$35.2K | 0.04% | 207 |
|
|
2023
Q2 | $913K | Buy |
5,264
+1,016
| +24% | +$176K | 0.05% | 198 |
|
|
2023
Q1 | $693K | Buy |
4,248
+1,542
| +57% | +$252K | 0.04% | 233 |
|
|
2022
Q4 | $425K | Sell |
2,706
-1,417
| -34% | -$222K | 0.03% | 274 |
|
|
2022
Q3 | $661K | Buy |
4,123
+235
| +6% | +$37.7K | 0.04% | 204 |
|
|
2022
Q2 | $595K | Hold |
3,888
| – | – | 0.03% | 219 |
|
|
2022
Q1 | $616K | Buy |
3,888
+280
| +8% | +$44.4K | 0.03% | 242 |
|
|
2021
Q4 | $602K | Sell |
3,608
-787
| -18% | -$131K | 0.03% | 249 |
|
|
2021
Q3 | $656K | Buy |
4,395
+349
| +9% | +$52.1K | 0.03% | 219 |
|
|
2021
Q2 | $567K | Buy |
4,046
+3
| +0.1% | +$420 | 0.03% | 235 |
|
|
2021
Q1 | $522K | Sell |
4,043
-338
| -8% | -$43.6K | 0.03% | 229 |
|
|
2020
Q4 | $517K | Buy |
4,381
+138
| +3% | +$16.3K | 0.03% | 211 |
|
|
2020
Q3 | $480K | Buy |
+4,243
| New | +$480K | 0.03% | 194 |
|
|
2019
Q3 | – | Sell |
-3,821
| Closed | -$441K | – | 322 |
|
|
2019
Q2 | $441K | Sell |
3,821
-68
| -2% | -$7.85K | 0.05% | 181 |
|
|
2019
Q1 | $404K | Sell |
3,889
-157
| -4% | -$16.3K | 0.05% | 193 |
|
|
2018
Q4 | $360K | Buy |
4,046
+31
| +0.8% | +$2.76K | 0.05% | 177 |
|
|
2018
Q3 | $363K | Buy |
4,015
+4
| +0.1% | +$362 | 0.04% | 183 |
|
|
2018
Q2 | $326K | Buy |
4,011
+398
| +11% | +$32.3K | 0.04% | 220 |
|
|
2018
Q1 | $304K | Sell |
3,613
-285
| -7% | -$24K | 0.04% | 208 |
|
|
2017
Q4 | $336K | Sell |
3,898
-16
| -0.4% | -$1.38K | 0.04% | 193 |
|
|
2017
Q3 | $306K | Sell |
3,914
-355
| -8% | -$27.8K | 0.04% | 205 |
|
|
2017
Q2 | $313K | Buy |
+4,269
| New | +$313K | 0.04% | 192 |
|
|
2017
Q1 | – | Sell |
-3,248
| Closed | -$230K | – | 147 |
|
|
2016
Q4 | $230K | Sell |
3,248
-3,009
| -48% | -$213K | 0.09% | 88 |
|
|
2016
Q3 | $399K | Buy |
6,257
+20
| +0.3% | +$1.28K | 0.06% | 152 |
|
|
2016
Q2 | $413K | Sell |
6,237
-335
| -5% | -$22.2K | 0.07% | 129 |
|
|
2016
Q1 | $388K | Buy |
6,572
+30
| +0.5% | +$1.77K | 0.07% | 135 |
|
|
2015
Q4 | $349K | Sell |
6,542
-12
| -0.2% | -$640 | 0.07% | 137 |
|
|
2015
Q3 | $326K | Sell |
6,554
-1,015
| -13% | -$50.5K | 0.07% | 134 |
|
|
2015
Q2 | $351K | Buy |
7,569
+1,095
| +17% | +$50.8K | 0.08% | 125 |
|
|
2015
Q1 | $351K | Hold |
6,474
| – | – | 0.08% | 124 |
|
|
2014
Q4 | $332K | Buy |
6,474
+489
| +8% | +$25.1K | 0.08% | 136 |
|
|
2014
Q3 | $284K | Hold |
5,985
| – | – | 0.06% | 153 |
|
|
2014
Q2 | $268K | Sell |
5,985
-165
| -3% | -$7.39K | 0.06% | 152 |
|
|
2014
Q1 | $259K | Buy |
6,150
+43
| +0.7% | +$1.81K | 0.06% | 150 |
|
|
2013
Q4 | $274K | Sell |
6,107
-10,073
| -62% | -$452K | 0.06% | 141 |
|
|
2013
Q3 | $667K | Buy |
+16,180
| New | +$667K | 0.17% | 59 |
|