Clear Creek Financial 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 | $1.59M | Buy |
6,933
+205
| +3% | +$46.9K | 0.15% | 152 |
|
|
2025
Q1 | $1.56M | Buy |
6,728
+197
| +3% | +$45.6K | 0.16% | 133 |
|
|
2024
Q4 | $1.32M | Buy |
6,531
+211
| +3% | +$42.6K | 0.14% | 141 |
|
|
2024
Q3 | $1.31M | Buy |
6,320
+557
| +10% | +$116K | 0.15% | 136 |
|
|
2024
Q2 | $1.23M | Buy |
5,763
+392
| +7% | +$83.6K | 0.15% | 130 |
|
|
2024
Q1 | $1.14M | Buy |
5,371
+9
| +0.2% | +$1.92K | 0.15% | 129 |
|
|
2023
Q4 | $960K | Sell |
5,362
-136
| -2% | -$24.4K | 0.15% | 117 |
|
|
2023
Q3 | $838K | Buy |
5,498
+461
| +9% | +$70.3K | 0.15% | 113 |
|
|
2023
Q2 | $874K | Buy |
5,037
+37
| +0.7% | +$6.42K | 0.15% | 114 |
|
|
2023
Q1 | $816K | Sell |
5,000
-44
| -0.9% | -$7.18K | 0.15% | 118 |
|
|
2022
Q4 | $791K | Buy |
5,044
+106
| +2% | +$16.6K | 0.17% | 114 |
|
|
2022
Q3 | $791K | Sell |
4,938
-80
| -2% | -$12.8K | 0.17% | 103 |
|
|
2022
Q2 | $768K | Sell |
5,018
-60
| -1% | -$9.18K | 0.16% | 118 |
|
|
2022
Q1 | $805K | Sell |
5,078
-253
| -5% | -$40.1K | 0.13% | 138 |
|
|
2021
Q4 | $890K | Sell |
5,331
-104
| -2% | -$17.4K | 0.13% | 131 |
|
|
2021
Q3 | $812K | Sell |
5,435
-59
| -1% | -$8.82K | 0.13% | 148 |
|
|
2021
Q2 | $770K | Buy |
+5,494
| New | +$770K | 0.12% | 150 |
|
|
2021
Q1 | – | Sell |
-4,639
| Closed | -$547K | – | 270 |
|
|
2020
Q4 | $547K | Buy |
+4,639
| New | +$547K | 0.11% | 178 |
|
|
2020
Q3 | – | Sell |
-3,715
| Closed | -$393K | – | 264 |
|
|
2020
Q2 | $393K | Buy |
+3,715
| New | +$393K | 0.1% | 144 |
|
|
2019
Q3 | – | Sell |
-2,172
| Closed | -$250K | – | 154 |
|
|
2019
Q2 | $250K | Buy |
+2,172
| New | +$250K | 0.11% | 101 |
|