CAL
Capital Advisors Ltd’s Waste Management WM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $476K | Buy |
2,079
+1
| +0% | +$229 | 0.06% | 167 |
|
|
2025
Q1 | $481K | Hold |
2,078
| – | – | 0.06% | 161 |
|
|
2024
Q4 | $419K | Sell |
2,078
-51
| -2% | -$10.3K | 0.05% | 175 |
|
|
2024
Q3 | $442K | Buy |
2,129
+42
| +2% | +$8.72K | 0.05% | 173 |
|
|
2024
Q2 | $445K | Buy |
2,087
+34
| +2% | +$7.25K | 0.06% | 166 |
|
|
2024
Q1 | $438K | Buy |
2,053
+53
| +3% | +$11.3K | 0.06% | 170 |
|
|
2023
Q4 | $358K | Buy |
2,000
+131
| +7% | +$23.4K | 0.05% | 183 |
|
|
2023
Q3 | $285K | Buy |
1,869
+80
| +4% | +$12.2K | 0.04% | 205 |
|
|
2023
Q2 | $310K | Buy |
1,789
+366
| +26% | +$63.4K | 0.05% | 200 |
|
|
2023
Q1 | $232K | Sell |
1,423
-70
| -5% | -$11.4K | 0.04% | 216 |
|
|
2022
Q4 | $198K | Buy |
1,493
+197
| +15% | +$26.1K | 0.03% | 240 |
|
|
2022
Q3 | $208K | Buy |
1,296
+149
| +13% | +$23.9K | 0.04% | 220 |
|
|
2022
Q2 | $175K | Buy |
1,147
+197
| +21% | +$30.1K | 0.03% | 248 |
|
|
2022
Q1 | $151K | Buy |
950
+481
| +103% | +$76.5K | 0.03% | 271 |
|
|
2021
Q4 | $78K | Buy |
+469
| New | +$78K | 0.01% | 326 |
|