Centerpoint Advisors’s Waste Management WM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $85K | Hold |
370
| – | – | 0.03% | 128 |
|
|
2025
Q4 | $81K | Sell |
370
-3
| -0.8% | -$639 | 0.02% | 135 |
|
|
2025
Q3 | $82K | Hold |
373
| – | – | 0.03% | 135 |
|
|
2025
Q2 | $85K | Buy |
373
+3
| +0.8% | +$696 | 0.03% | 123 |
|
|
2025
Q1 | $86K | Hold |
370
| – | – | 0.03% | 129 |
|
|
2024
Q4 | $75K | Hold |
370
| – | – | 0.03% | 145 |
|
|
2024
Q3 | $77K | Sell |
370
-40
| -10% | -$8.35K | 0.03% | 144 |
|
|
2024
Q2 | $87K | Hold |
410
| – | – | 0.03% | 136 |
|
|
2024
Q1 | $87K | Hold |
410
| – | – | 0.03% | 132 |
|
|
2023
Q4 | $73K | Hold |
410
| – | – | 0.03% | 132 |
|
|
2023
Q3 | $63K | Hold |
410
| – | – | 0.03% | 141 |
|
|
2023
Q2 | $71K | Hold |
410
| – | – | 0.03% | 145 |
|
|
2023
Q1 | $67K | Hold |
410
| – | – | 0.03% | 138 |
|
|
2022
Q4 | $64K | Hold |
410
| – | – | 0.03% | 129 |
|
|
2022
Q3 | $66K | Hold |
410
| – | – | 0.04% | 123 |
|
|
2022
Q2 | $63K | Hold |
410
| – | – | 0.03% | 128 |
|
|
2022
Q1 | $65K | Buy |
+410
| New | +$62.2K | 0.03% | 133 |
|
|
2020
Q1 | – | Sell |
-118
| Closed | -$13K | – | 290 |
|
|
2019
Q4 | $13K | Hold |
118
| – | – | 0.01% | 156 |
|
|
2019
Q3 | $14K | Hold |
118
| – | – | 0.01% | 147 |
|
|
2019
Q2 | $14K | Hold |
118
| – | – | 0.01% | 147 |
|
|
2019
Q1 | $12K | Hold |
118
| – | – | 0.01% | 154 |
|
|
2018
Q4 | $11K | Buy |
+118
| New | +$10.6K | 0.01% | 152 |
|
Other funds holding WM
VCM
VPM
