Brown Shipley & Co’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 | $3.23M | Sell |
14,108
-555
| -4% | -$127K | 1.78% | 19 |
|
|
2025
Q1 | $3.39M | Sell |
14,663
-792
| -5% | -$183K | 1.92% | 19 |
|
|
2024
Q4 | $3.12M | Sell |
15,455
-908
| -6% | -$183K | 1.55% | 23 |
|
|
2024
Q3 | $3.4M | Sell |
16,363
-1,002
| -6% | -$208K | 1.67% | 22 |
|
|
2024
Q2 | $3.7M | Sell |
17,365
-4,248
| -20% | -$906K | 1.67% | 20 |
|
|
2024
Q1 | $4.6M | Buy |
21,613
+1,397
| +7% | +$297K | 1.45% | 22 |
|
|
2023
Q4 | $3.62M | Buy |
20,216
+880
| +5% | +$158K | 1.79% | 21 |
|
|
2023
Q3 | $2.95M | Buy |
19,336
+1,683
| +10% | +$257K | 1.62% | 23 |
|
|
2023
Q2 | $3.06M | Buy |
17,653
+1,620
| +10% | +$281K | 1.25% | 25 |
|
|
2023
Q1 | $2.62M | Buy |
+16,033
| New | +$2.62M | 1.69% | 22 |
|