Copeland Capital Management’s Waste Management WM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-21
Closed -$3.76K 286
2023
Q4
$3.76K Hold
21
﹤0.01% 229
2023
Q3
$3.2K Hold
21
﹤0.01% 239
2023
Q2
$3.64K Hold
21
﹤0.01% 252
2023
Q1
$3K Hold
21
﹤0.01% 250
2022
Q4
$3K Hold
21
﹤0.01% 254
2022
Q3
$3K Hold
21
﹤0.01% 238
2022
Q2
$3K Hold
21
﹤0.01% 242
2022
Q1
$3K Hold
21
﹤0.01% 254
2021
Q4
$4K Hold
21
﹤0.01% 232
2021
Q3
$3K Hold
21
﹤0.01% 252
2021
Q2
$3K Hold
21
﹤0.01% 247
2021
Q1
$3K Hold
21
﹤0.01% 243
2020
Q4
$2K Buy
21
+4
+24% +$381 ﹤0.01% 263
2020
Q3
$2K Hold
17
﹤0.01% 243
2020
Q2
$2K Hold
17
﹤0.01% 240
2020
Q1
$2K Hold
17
﹤0.01% 235
2019
Q4
$2K Hold
17
﹤0.01% 262
2019
Q3
$2K Hold
17
﹤0.01% 258
2019
Q2
$2K Hold
17
﹤0.01% 259
2019
Q1
$2K Hold
17
﹤0.01% 242
2018
Q4
$2K Buy
+17
New +$2K ﹤0.01% 247