Charter Research & Investment Group’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 | $231K | Sell |
1,010
-40
| -4% | -$9.15K | 0.17% | 75 |
|
|
2025
Q1 | $243K | Hold |
1,050
| – | – | 0.19% | 75 |
|
|
2024
Q4 | $212K | Hold |
1,050
| – | – | 0.16% | 78 |
|
|
2024
Q3 | $218K | Hold |
1,050
| – | – | 0.16% | 79 |
|
|
2024
Q2 | $224K | Sell |
1,050
-375
| -26% | -$80K | 0.18% | 74 |
|
|
2024
Q1 | $304K | Hold |
1,425
| – | – | 0.24% | 69 |
|
|
2023
Q4 | $255K | Hold |
1,425
| – | – | 0.21% | 71 |
|
|
2023
Q3 | $217K | Hold |
1,425
| – | – | 0.2% | 71 |
|
|
2023
Q2 | $247K | Hold |
1,425
| – | – | 0.21% | 68 |
|
|
2023
Q1 | $233K | Hold |
1,425
| – | – | 0.2% | 70 |
|
|
2022
Q4 | $224K | Hold |
1,425
| – | – | 0.21% | 72 |
|
|
2022
Q3 | $228K | Hold |
1,425
| – | – | 0.23% | 70 |
|
|
2022
Q2 | $218K | Hold |
1,425
| – | – | 0.2% | 72 |
|
|
2022
Q1 | $226K | Hold |
1,425
| – | – | 0.18% | 78 |
|
|
2021
Q4 | $238K | Hold |
1,425
| – | – | 0.19% | 77 |
|
|
2021
Q3 | $213K | Buy |
+1,425
| New | +$213K | 0.18% | 78 |
|