CSC
Caldwell Sutter Capital’s Waste Management WM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.17M | Hold |
5,099
| – | – | 0.53% | 45 |
|
|
2025
Q1 | $1.18M | Sell |
5,099
-500
| -9% | -$116K | 0.56% | 45 |
|
|
2024
Q4 | $1.13M | Buy |
5,599
+2,051
| +58% | +$414K | 0.53% | 50 |
|
|
2024
Q3 | $737K | Hold |
3,548
| – | – | 0.34% | 78 |
|
|
2024
Q2 | $757K | Sell |
3,548
-80
| -2% | -$17.1K | 0.37% | 74 |
|
|
2024
Q1 | $773K | Buy |
3,628
+3,193
| +734% | +$681K | 0.37% | 75 |
|
|
2023
Q4 | $77.9K | Hold |
435
| – | – | 0.04% | 298 |
|
|
2023
Q3 | $66.3K | Sell |
435
-47
| -10% | -$7.17K | 0.04% | 301 |
|
|
2023
Q2 | $83.6K | Buy |
482
+102
| +27% | +$17.7K | 0.04% | 274 |
|
|
2023
Q1 | $62K | Buy |
+380
| New | +$62K | 0.05% | 227 |
|