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Caldwell Sutter Capital’s Waste Management WM Stock Holding History

Caldwell Sutter Capital’s Portfolio WM Stock Details WM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$911K Sell
3,964
-890
-18% -$204K 0.37% 74
2025
Q4 		$1.07M Buy
4,854
+5
+0.1% +$1.07K 0.45% 53
2025
Q3 		$1.07M Sell
4,849
-250
-5% -$56.3K 0.46% 58
2025
Q2 		$1.17M Hold
5,099
– – 0.53% 45
2025
Q1 		$1.18M Sell
5,099
-500
-9% -$111K 0.56% 45
2024
Q4 		$1.13M Buy
5,599
+2,051
+58% +$441K 0.53% 50
2024
Q3 		$737K Hold
3,548
– – 0.34% 78
2024
Q2 		$757K Sell
3,548
-80
-2% -$16.6K 0.37% 74
2024
Q1 		$773K Buy
3,628
+3,193
+734% +$627K 0.37% 75
2023
Q4 		$77.9K Hold
435
– – 0.04% 298
2023
Q3 		$66.3K Sell
435
-47
-10% -$7.61K 0.04% 301
2023
Q2 		$83.6K Buy
482
+102
+27% +$16.9K 0.04% 274
2023
Q1 		$62K Buy
+380
New +$58.2K 0.05% 227

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