Childress Capital Advisors’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 | $276K | Buy |
1,205
+105
| +10% | +$24K | 0.07% | 201 |
|
2025
Q1 | $255K | Buy |
1,100
+74
| +7% | +$17.1K | 0.07% | 187 |
|
2024
Q4 | $207K | Buy |
1,026
+29
| +3% | +$5.86K | 0.06% | 210 |
|
2024
Q3 | $207K | Buy |
997
+28
| +3% | +$5.82K | 0.06% | 228 |
|
2024
Q2 | $207K | Buy |
969
+9
| +0.9% | +$1.92K | 0.06% | 209 |
|
2024
Q1 | $205K | Buy |
+960
| New | +$205K | 0.06% | 204 |
|
2023
Q4 | – | Sell |
-1,397
| Closed | -$213K | – | 213 |
|
2023
Q3 | $213K | Buy |
+1,397
| New | +$213K | 0.07% | 169 |
|
2023
Q1 | – | Sell |
-1,619
| Closed | -$254K | – | 178 |
|
2022
Q4 | $254K | Buy |
1,619
+93
| +6% | +$14.6K | 0.08% | 152 |
|
2022
Q3 | $244K | Buy |
1,526
+120
| +9% | +$19.2K | 0.1% | 140 |
|
2022
Q2 | $215K | Buy |
+1,406
| New | +$215K | 0.09% | 156 |
|
2021
Q1 | – | Sell |
-221
| Closed | -$26K | – | 957 |
|
2020
Q4 | $26K | Buy |
+221
| New | +$26K | 0.02% | 312 |
|