Colonial Trust’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
$7.05M Sell
30,830
-71
-0.2% -$16.2K 1.03% 25
2025
Q1
$7.15M Buy
30,901
+747
+2% +$173K 1.11% 23
2024
Q4
$6.08M Buy
30,154
+1,141
+4% +$230K 0.9% 32
2024
Q3
$6.02M Buy
29,013
+92
+0.3% +$19.1K 0.93% 28
2024
Q2
$6.17M Buy
28,921
+945
+3% +$202K 1.09% 22
2024
Q1
$5.96M Buy
27,976
+166
+0.6% +$35.4K 1.12% 19
2023
Q4
$4.98M Buy
27,810
+2,552
+10% +$457K 1.04% 22
2023
Q3
$3.85M Sell
25,258
-703
-3% -$107K 0.95% 31
2023
Q2
$4.5M Sell
25,961
-147
-0.6% -$25.5K 1.08% 23
2023
Q1
$4.26M Buy
26,108
+525
+2% +$85.7K 1.08% 22
2022
Q4
$4.01M Buy
25,583
+650
+3% +$102K 1.1% 24
2022
Q3
$4M Buy
+24,933
New +$4M 1.27% 20