Choate Investment Advisors’s Waste Management WM Stock Holding History

Choate Investment Advisors’s Portfolio WM Stock Details WM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$915K	Sell	3,999 -22	-0.5%	-$5.03K	0.02%	206
2025 Q1	$931K	Sell	4,021 -2,936	-42%	-$680K	0.02%	196
2024 Q4	$1.4M	Buy	6,957 +1,420	+26%	+$287K	0.03%	158
2024 Q3	$1.15M	Buy	5,537 +44	+0.8%	+$9.14K	0.03%	183
2024 Q2	$1.17M	Buy	5,493 +191	+4%	+$40.8K	0.03%	178
2024 Q1	$1.13M	Buy	5,302 +988	+23%	+$211K	0.03%	188
2023 Q4	$773K	Buy	4,314 +182	+4%	+$32.6K	0.02%	211
2023 Q3	$630K	Buy	4,132 +840	+26%	+$128K	0.02%	217
2023 Q2	$571K	Buy	3,292 +140	+4%	+$24.3K	0.02%	192
2023 Q1	$514K	Hold	3,152	–	–	0.02%	181
2022 Q4	$494K	Hold	3,152	–	–	0.03%	183
2022 Q3	$505K	Sell	3,152 -12	-0.4%	-$1.92K	0.03%	161
2022 Q2	$484K	Hold	3,164	–	–	0.03%	170
2022 Q1	$501K	Sell	3,164 -49	-2%	-$7.76K	0.03%	196
2021 Q4	$536K	Buy	3,213 +49	+2%	+$8.17K	0.03%	176
2021 Q3	$473K	Sell	3,164 -24	-0.8%	-$3.59K	0.03%	183
2021 Q2	$447K	Buy	3,188 +12	+0.4%	+$1.68K	0.03%	187
2021 Q1	$410K	Sell	3,176 -34	-1%	-$4.39K	0.03%	193
2020 Q4	$379K	Buy	3,210 +140	+5%	+$16.5K	0.02%	186
2020 Q3	$347K	Hold	3,070	–	–	0.02%	190
2020 Q2	$325K	Hold	3,070	–	–	0.02%	190
2020 Q1	$284K	Hold	3,070	–	–	0.02%	201
2019 Q4	$350K	Buy	3,070 +34	+1%	+$3.88K	0.02%	183
2019 Q3	$349K	Buy	3,036 +36	+1%	+$4.14K	0.02%	184
2019 Q2	$346K	Hold	3,000	–	–	0.02%	185
2019 Q1	$312K	Hold	3,000	–	–	0.02%	199
2018 Q4	$267K	Hold	3,000	–	–	0.02%	193
2018 Q3	$271K	Sell	3,000 -44	-1%	-$3.98K	0.02%	174
2018 Q2	$248K	Hold	3,044	–	–	0.01%	206
2018 Q1	$256K	Sell	3,044 -91	-3%	-$7.66K	0.01%	211
2017 Q4	$271K	Hold	3,135	–	–	0.01%	210
2017 Q3	$245K	Hold	3,135	–	–	0.01%	221
2017 Q2	$230K	Sell	3,135 -89	-3%	-$6.53K	0.01%	227
2017 Q1	$235K	Buy	3,224 +22	+0.7%	+$1.6K	0.01%	229
2016 Q4	$227K	Sell	3,202 -68	-2%	-$4.82K	0.01%	223
2016 Q3	$208K	Buy	3,270 +207	+7%	+$13.2K	0.01%	229
2016 Q2	$203K	Buy	+3,063	New	+$203K	0.01%	226