Cape Investment Advisory’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 | $35.8K | Sell |
156
-31
| -17% | -$7.11K | 0.01% | 414 |
|
|
2025
Q1 | $43.2K | Buy |
187
+1
| +0.5% | +$231 | 0.02% | 353 |
|
|
2024
Q4 | $37.6K | Buy |
186
+6
| +3% | +$1.21K | 0.01% | 370 |
|
|
2024
Q3 | $37.3K | Buy |
180
+1
| +0.6% | +$207 | 0.02% | 360 |
|
|
2024
Q2 | $38.3K | Sell |
179
-104
| -37% | -$22.2K | 0.02% | 330 |
|
|
2024
Q1 | $60.3K | Buy |
283
+1
| +0.4% | +$213 | 0.03% | 286 |
|
|
2023
Q4 | $50.5K | Sell |
282
-6
| -2% | -$1.07K | 0.02% | 348 |
|
|
2023
Q3 | $43.9K | Buy |
288
+5
| +2% | +$762 | 0.02% | 310 |
|
|
2023
Q2 | $49.1K | Buy |
283
+233
| +466% | +$40.4K | 0.03% | 287 |
|
|
2023
Q1 | $8.16K | Buy |
+50
| New | +$8.16K | 0.01% | 578 |
|