Court Place Advisors’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 | $625K | Hold |
2,731
| – | – | 0.2% | 82 |
|
|
2025
Q1 | $632K | Buy |
2,731
+28
| +1% | +$6.48K | 0.21% | 81 |
|
|
2024
Q4 | $545K | Hold |
2,703
| – | – | 0.18% | 89 |
|
|
2024
Q3 | $561K | Hold |
2,703
| – | – | 0.16% | 96 |
|
|
2024
Q2 | $577K | Hold |
2,703
| – | – | 0.18% | 91 |
|
|
2024
Q1 | $576K | Hold |
2,703
| – | – | 0.19% | 89 |
|
|
2023
Q4 | $484K | Hold |
2,703
| – | – | 0.16% | 96 |
|
|
2023
Q3 | $412K | Hold |
2,703
| – | – | 0.15% | 110 |
|
|
2023
Q2 | $469K | Hold |
2,703
| – | – | 0.16% | 98 |
|
|
2023
Q1 | $441K | Hold |
2,703
| – | – | 0.16% | 108 |
|
|
2022
Q4 | $424K | Hold |
2,703
| – | – | 0.15% | 109 |
|
|
2022
Q3 | $433K | Hold |
2,703
| – | – | 0.17% | 103 |
|
|
2022
Q2 | $414K | Hold |
2,703
| – | – | 0.16% | 110 |
|
|
2022
Q1 | $428K | Hold |
2,703
| – | – | 0.14% | 119 |
|
|
2021
Q4 | $451K | Hold |
2,703
| – | – | 0.12% | 120 |
|
|
2021
Q3 | $404K | Hold |
2,703
| – | – | 0.12% | 128 |
|
|
2021
Q2 | $379K | Hold |
2,703
| – | – | 0.11% | 134 |
|
|
2021
Q1 | $349K | Hold |
2,703
| – | – | 0.11% | 137 |
|
|
2020
Q4 | $319K | Hold |
2,703
| – | – | 0.11% | 133 |
|
|
2020
Q3 | $306K | Buy |
2,703
+4
| +0.1% | +$453 | 0.11% | 127 |
|
|
2020
Q2 | $286K | Buy |
2,699
+300
| +13% | +$31.8K | 0.11% | 135 |
|
|
2020
Q1 | $222K | Hold |
2,399
| – | – | 0.1% | 141 |
|
|
2019
Q4 | $273K | Hold |
2,399
| – | – | 0.1% | 151 |
|
|
2019
Q3 | $276K | Buy |
2,399
+235
| +11% | +$27K | 0.11% | 144 |
|
|
2019
Q2 | $250K | Hold |
2,164
| – | – | 0.1% | 152 |
|
|
2019
Q1 | $225K | Buy |
+2,164
| New | +$225K | 0.09% | 161 |
|
|
2018
Q1 | – | Sell |
-2,364
| Closed | -$204K | – | 175 |
|
|
2017
Q4 | $204K | Buy |
+2,364
| New | +$204K | 0.08% | 162 |
|