Courier Capital’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 | $468K | Buy |
2,047
+14
| +0.7% | +$3.2K | 0.03% | 278 |
|
|
2025
Q1 | $471K | Buy |
+2,033
| New | +$471K | 0.03% | 275 |
|
|
2024
Q4 | – | Sell |
-1,175
| Closed | -$244K | – | 381 |
|
|
2024
Q3 | $244K | Buy |
+1,175
| New | +$244K | 0.02% | 326 |
|
|
2024
Q2 | – | Sell |
-1,130
| Closed | -$241K | – | 367 |
|
|
2024
Q1 | $241K | Hold |
1,130
| – | – | 0.02% | 322 |
|
|
2023
Q4 | $202K | Buy |
+1,130
| New | +$202K | 0.02% | 347 |
|
|
2022
Q3 | – | Sell |
-1,485
| Closed | -$227K | – | 289 |
|
|
2022
Q2 | $227K | Hold |
1,485
| – | – | 0.03% | 260 |
|
|
2022
Q1 | $235K | Hold |
1,485
| – | – | 0.02% | 269 |
|
|
2021
Q4 | $248K | Hold |
1,485
| – | – | 0.02% | 274 |
|
|
2021
Q3 | $222K | Sell |
1,485
-250
| -14% | -$37.4K | 0.02% | 291 |
|
|
2021
Q2 | $243K | Sell |
1,735
-73
| -4% | -$10.2K | 0.02% | 279 |
|
|
2021
Q1 | $233K | Hold |
1,808
| – | – | 0.02% | 285 |
|
|
2020
Q4 | $213K | Hold |
1,808
| – | – | 0.02% | 284 |
|
|
2020
Q3 | $216K | Sell |
1,808
-1,080
| -37% | -$129K | 0.03% | 263 |
|
|
2020
Q2 | $303K | Sell |
2,888
-400
| -12% | -$42K | 0.04% | 206 |
|
|
2020
Q1 | $318K | Sell |
3,288
-100
| -3% | -$9.67K | 0.05% | 191 |
|
|
2019
Q4 | $393K | Sell |
3,388
-92
| -3% | -$10.7K | 0.05% | 194 |
|
|
2019
Q3 | $400K | Buy |
3,480
+1,293
| +59% | +$149K | 0.05% | 188 |
|
|
2019
Q2 | $252K | Hold |
2,187
| – | – | 0.03% | 239 |
|
|
2019
Q1 | $227K | Buy |
+2,187
| New | +$227K | 0.03% | 254 |
|
|
2018
Q4 | – | Sell |
-2,730
| Closed | -$247K | – | 288 |
|
|
2018
Q3 | $247K | Sell |
2,730
-123
| -4% | -$11.1K | 0.03% | 248 |
|
|
2018
Q2 | $232K | Buy |
+2,853
| New | +$232K | 0.03% | 254 |
|