Crestwood Advisors Group’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 | $1.62M | Buy |
7,088
+787
| +12% | +$180K | 0.03% | 229 |
|
|
2025
Q1 | $1.46M | Buy |
6,301
+4,241
| +206% | +$982K | 0.03% | 231 |
|
|
2024
Q4 | $416K | Sell |
2,060
-43
| -2% | -$8.68K | 0.01% | 328 |
|
|
2024
Q3 | $437K | Buy |
2,103
+26
| +1% | +$5.4K | 0.01% | 309 |
|
|
2024
Q2 | $443K | Sell |
2,077
-273
| -12% | -$58.2K | 0.01% | 295 |
|
|
2024
Q1 | $501K | Buy |
2,350
+300
| +15% | +$63.9K | 0.01% | 279 |
|
|
2023
Q4 | $367K | Buy |
2,050
+152
| +8% | +$27.2K | 0.01% | 303 |
|
|
2023
Q3 | $289K | Buy |
1,898
+297
| +19% | +$45.3K | 0.01% | 298 |
|
|
2023
Q2 | $278K | Buy |
1,601
+285
| +22% | +$49.4K | 0.01% | 220 |
|
|
2023
Q1 | $215K | Sell |
1,316
-174
| -12% | -$28.4K | 0.01% | 247 |
|
|
2022
Q4 | $234K | Buy |
+1,490
| New | +$234K | 0.01% | 241 |
|
|
2017
Q2 | – | Sell |
-880
| Closed | -$64K | – | 439 |
|
|
2017
Q1 | $64K | Buy |
+880
| New | +$64K | 0.01% | 224 |
|