Chesapeake Wealth Management’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 | $294K | Sell |
1,285
-51
| -4% | -$11.7K | 0.1% | 132 |
|
|
2025
Q1 | $309K | Sell |
1,336
-43
| -3% | -$9.96K | 0.11% | 125 |
|
|
2024
Q4 | $278K | Sell |
1,379
-160
| -10% | -$32.3K | 0.1% | 138 |
|
|
2024
Q3 | $319K | Buy |
1,539
+65
| +4% | +$13.5K | 0.11% | 128 |
|
|
2024
Q2 | $314K | Sell |
1,474
-108
| -7% | -$23K | 0.11% | 127 |
|
|
2024
Q1 | $337K | Sell |
1,582
-2
| -0.1% | -$426 | 0.12% | 123 |
|
|
2023
Q4 | $284K | Sell |
1,584
-155
| -9% | -$27.8K | 0.11% | 131 |
|
|
2023
Q3 | $265K | Sell |
1,739
-7
| -0.4% | -$1.07K | 0.11% | 132 |
|
|
2023
Q2 | $303K | Sell |
1,746
-150
| -8% | -$26K | 0.12% | 127 |
|
|
2023
Q1 | $309K | Sell |
1,896
-463
| -20% | -$75.5K | 0.13% | 126 |
|
|
2022
Q4 | $370K | Sell |
2,359
-155
| -6% | -$24.3K | 0.16% | 115 |
|
|
2022
Q3 | $403K | Sell |
2,514
-306
| -11% | -$49.1K | 0.18% | 110 |
|
|
2022
Q2 | $431K | Sell |
2,820
-166
| -6% | -$25.4K | 0.18% | 118 |
|
|
2022
Q1 | $474K | Sell |
2,986
-238
| -7% | -$37.8K | 0.17% | 120 |
|
|
2021
Q4 | $538K | Sell |
3,224
-125
| -4% | -$20.9K | 0.18% | 117 |
|
|
2021
Q3 | $500K | Sell |
3,349
-717
| -18% | -$107K | 0.18% | 121 |
|
|
2021
Q2 | $570K | Sell |
4,066
-816
| -17% | -$114K | 0.18% | 119 |
|
|
2021
Q1 | $630K | Sell |
4,882
-3,206
| -40% | -$414K | 0.21% | 106 |
|
|
2020
Q4 | $954K | Sell |
8,088
-6,340
| -44% | -$748K | 0.32% | 85 |
|
|
2020
Q3 | $1.63M | Sell |
14,428
-1,127
| -7% | -$128K | 0.61% | 39 |
|
|
2020
Q2 | $1.65M | Buy |
15,555
+282
| +2% | +$29.9K | 0.66% | 34 |
|
|
2020
Q1 | $1.41M | Buy |
15,273
+288
| +2% | +$26.7K | 0.65% | 35 |
|
|
2019
Q4 | $1.71M | Buy |
14,985
+402
| +3% | +$45.8K | 0.66% | 37 |
|
|
2019
Q3 | $1.68M | Buy |
14,583
+625
| +4% | +$71.9K | 0.68% | 34 |
|
|
2019
Q2 | $1.61M | Buy |
13,958
+5,575
| +67% | +$643K | 0.67% | 35 |
|
|
2019
Q1 | $871K | Buy |
+8,383
| New | +$871K | 0.38% | 75 |
|