Burney Company’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 | $976K | Buy |
4,265
+164
| +4% | +$37.5K | 0.03% | 311 |
|
|
2025
Q1 | $949K | Buy |
4,101
+2,061
| +101% | +$477K | 0.03% | 319 |
|
|
2024
Q4 | $412K | Buy |
2,040
+646
| +46% | +$130K | 0.01% | 454 |
|
|
2024
Q3 | $289K | Buy |
1,394
+75
| +6% | +$15.6K | 0.01% | 523 |
|
|
2024
Q2 | $281K | Sell |
1,319
-600
| -31% | -$128K | 0.01% | 525 |
|
|
2024
Q1 | $409K | Buy |
1,919
+15
| +0.8% | +$3.2K | 0.02% | 475 |
|
|
2023
Q4 | $341K | Sell |
1,904
-375
| -16% | -$67.2K | 0.01% | 476 |
|
|
2023
Q3 | $347K | Hold |
2,279
| – | – | 0.02% | 455 |
|
|
2023
Q2 | $395K | Sell |
2,279
-6
| -0.3% | -$1.04K | 0.02% | 447 |
|
|
2023
Q1 | $373K | Sell |
2,285
-920
| -29% | -$150K | 0.02% | 451 |
|
|
2022
Q4 | $503K | Sell |
3,205
-600
| -16% | -$94.1K | 0.03% | 396 |
|
|
2022
Q3 | $610K | Buy |
3,805
+450
| +13% | +$72.1K | 0.03% | 374 |
|
|
2022
Q2 | $513K | Sell |
3,355
-170
| -5% | -$26K | 0.03% | 406 |
|
|
2022
Q1 | $559K | Buy |
3,525
+35
| +1% | +$5.55K | 0.03% | 410 |
|
|
2021
Q4 | $582K | Sell |
3,490
-77
| -2% | -$12.8K | 0.03% | 409 |
|
|
2021
Q3 | $533K | Buy |
3,567
+77
| +2% | +$11.5K | 0.03% | 402 |
|
|
2021
Q2 | $489K | Hold |
3,490
| – | – | 0.02% | 426 |
|
|
2021
Q1 | $450K | Buy |
3,490
+950
| +37% | +$122K | 0.02% | 420 |
|
|
2020
Q4 | $300K | Sell |
2,540
-575
| -18% | -$67.9K | 0.02% | 445 |
|
|
2020
Q3 | $353K | Hold |
3,115
| – | – | 0.02% | 392 |
|
|
2020
Q2 | $330K | Sell |
3,115
-248
| -7% | -$26.3K | 0.02% | 389 |
|
|
2020
Q1 | $311K | Buy |
3,363
+415
| +14% | +$38.4K | 0.02% | 352 |
|
|
2019
Q4 | $336K | Sell |
2,948
-3
| -0.1% | -$342 | 0.02% | 381 |
|
|
2019
Q3 | $339K | Sell |
2,951
-685
| -19% | -$78.7K | 0.02% | 359 |
|
|
2019
Q2 | $420K | Sell |
3,636
-3,004
| -45% | -$347K | 0.03% | 344 |
|
|
2019
Q1 | $690K | Buy |
6,640
+1,420
| +27% | +$148K | 0.04% | 300 |
|
|
2018
Q4 | $465K | Buy |
5,220
+1,754
| +51% | +$156K | 0.03% | 314 |
|
|
2018
Q3 | $313K | Sell |
3,466
-2,686
| -44% | -$243K | 0.02% | 374 |
|
|
2018
Q2 | $500K | Buy |
+6,152
| New | +$500K | 0.03% | 318 |
|