Crewe 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 | $291K | Buy |
1,270
+39
| +3% | +$8.92K | 0.04% | 123 |
|
|
2025
Q1 | $285K | Buy |
1,231
+11
| +0.9% | +$2.55K | 0.04% | 115 |
|
|
2024
Q4 | $246K | Sell |
1,220
-24
| -2% | -$4.84K | 0.03% | 131 |
|
|
2024
Q3 | $258K | Sell |
1,244
-10
| -0.8% | -$2.08K | 0.03% | 126 |
|
|
2024
Q2 | $268K | Sell |
1,254
-315
| -20% | -$67.2K | 0.03% | 149 |
|
|
2024
Q1 | $334K | Buy |
+1,569
| New | +$334K | 0.04% | 131 |
|
|
2023
Q3 | – | Sell |
-1,043
| Closed | -$181K | – | 927 |
|
|
2023
Q2 | $181K | Sell |
1,043
-95
| -8% | -$16.5K | 0.03% | 150 |
|
|
2023
Q1 | $186K | Sell |
1,138
-45
| -4% | -$7.34K | 0.03% | 165 |
|
|
2022
Q4 | $186K | Sell |
1,183
-97
| -8% | -$15.2K | 0.03% | 160 |
|
|
2022
Q3 | $205K | Buy |
1,280
+38
| +3% | +$6.09K | 0.04% | 143 |
|
|
2022
Q2 | $190K | Buy |
1,242
+312
| +34% | +$47.7K | 0.04% | 139 |
|
|
2022
Q1 | $148K | Buy |
930
+630
| +210% | +$100K | 0.03% | 140 |
|
|
2021
Q4 | $50K | Buy |
300
+135
| +82% | +$22.5K | 0.01% | 186 |
|
|
2021
Q3 | $25K | Hold |
165
| – | – | 0.01% | 200 |
|
|
2021
Q2 | $23K | Hold |
165
| – | – | 0.01% | 210 |
|
|
2021
Q1 | $21K | Hold |
165
| – | – | 0.01% | 220 |
|
|
2020
Q4 | $19K | Sell |
165
-16
| -9% | -$1.84K | 0.01% | 207 |
|
|
2020
Q3 | $20K | Buy |
+181
| New | +$20K | 0.01% | 185 |
|