Brooks Moore & Associates’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 | $272K | Hold |
1,188
| – | – | 0.15% | 97 |
|
|
2025
Q1 | $275K | Hold |
1,188
| – | – | 0.16% | 92 |
|
|
2024
Q4 | $240K | Hold |
1,188
| – | – | 0.14% | 90 |
|
|
2024
Q3 | $247K | Hold |
1,188
| – | – | 0.15% | 86 |
|
|
2024
Q2 | $254K | Hold |
1,188
| – | – | 0.16% | 84 |
|
|
2024
Q1 | $253K | Hold |
1,188
| – | – | 0.16% | 83 |
|
|
2023
Q4 | $213K | Buy |
+1,188
| New | +$213K | 0.15% | 84 |
|
|
2023
Q3 | – | Sell |
-1,188
| Closed | -$206K | – | 84 |
|
|
2023
Q2 | $206K | Buy |
+1,188
| New | +$206K | 0.15% | 82 |
|
|
2023
Q1 | – | Sell |
-1,388
| Closed | -$218K | – | 91 |
|
|
2022
Q4 | $218K | Buy |
1,388
+69
| +5% | +$10.8K | 0.16% | 83 |
|
|
2022
Q3 | $211K | Hold |
1,319
| – | – | 0.17% | 79 |
|
|
2022
Q2 | $202K | Hold |
1,319
| – | – | 0.15% | 88 |
|
|
2022
Q1 | $209K | Hold |
1,319
| – | – | 0.13% | 95 |
|
|
2021
Q4 | $220K | Buy |
+1,319
| New | +$220K | 0.13% | 95 |
|
|
2021
Q3 | – | Sell |
-1,495
| Closed | -$209K | – | 102 |
|
|
2021
Q2 | $209K | Buy |
+1,495
| New | +$209K | 0.13% | 102 |
|