Clifford Swan Investment Counsel’s Waste Management WM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $291K | Buy |
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|
2025
Q1 | $294K | Hold |
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|
2024
Q4 | $256K | Sell |
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|
2024
Q3 | $294K | Hold |
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|
2024
Q2 | $302K | Sell |
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|
2024
Q1 | $326K | Sell |
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|
2023
Q4 | $292K | Sell |
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|
2023
Q3 | $256K | Hold |
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|
2023
Q2 | $291K | Hold |
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|
2023
Q1 | $274K | Hold |
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|
2022
Q4 | $263K | Sell |
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|
2022
Q3 | $287K | Sell |
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|
2022
Q2 | $284K | Buy |
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|
2022
Q1 | $288K | Hold |
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|
2021
Q4 | $303K | Hold |
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|
2021
Q3 | $289K | Hold |
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|
2021
Q2 | $270K | Sell |
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|
2021
Q1 | $241K | Hold |
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|
2020
Q4 | $220K | Sell |
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|
2020
Q3 | $227K | Hold |
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|
2020
Q2 | $212K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $271K | Buy |
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|
2019
Q3 | $227K | Hold |
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|
2019
Q2 | $228K | Hold |
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|
2019
Q1 | $205K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $1.01M | Sell |
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|
2015
Q4 | $914K | Sell |
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|
2015
Q3 | $868K | Buy |
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|
2015
Q2 | $752K | Buy |
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|
2015
Q1 | $853K | Sell |
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|
2014
Q4 | $825K | Sell |
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|
2014
Q3 | $802K | Sell |
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|
2014
Q2 | $789K | Buy |
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|
2014
Q1 | $657K | Buy |
|