Douglas Lane & Associates’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 | $660K | Hold |
2,886
| – | – | 0.01% | 167 |
|
|
2025
Q1 | $668K | Sell |
2,886
-792
| -22% | -$183K | 0.01% | 171 |
|
|
2024
Q4 | $742K | Sell |
3,678
-200
| -5% | -$40.4K | 0.01% | 170 |
|
|
2024
Q3 | $805K | Sell |
3,878
-242
| -6% | -$50.2K | 0.01% | 167 |
|
|
2024
Q2 | $879K | Sell |
4,120
-130
| -3% | -$27.7K | 0.01% | 164 |
|
|
2024
Q1 | $906K | Sell |
4,250
-49
| -1% | -$10.4K | 0.01% | 163 |
|
|
2023
Q4 | $770K | Buy |
4,299
+216
| +5% | +$38.7K | 0.01% | 164 |
|
|
2023
Q3 | $622K | Sell |
4,083
-150
| -4% | -$22.9K | 0.01% | 162 |
|
|
2023
Q2 | $734K | Buy |
4,233
+796
| +23% | +$138K | 0.01% | 159 |
|
|
2023
Q1 | $561K | Buy |
3,437
+57
| +2% | +$9.3K | 0.01% | 171 |
|
|
2022
Q4 | $530K | Buy |
3,380
+247
| +8% | +$38.7K | 0.01% | 169 |
|
|
2022
Q3 | $502K | Buy |
3,133
+109
| +4% | +$17.5K | 0.01% | 166 |
|
|
2022
Q2 | $463K | Sell |
3,024
-150
| -5% | -$23K | 0.01% | 177 |
|
|
2022
Q1 | $503K | Sell |
3,174
-35
| -1% | -$5.55K | 0.01% | 182 |
|
|
2021
Q4 | $536K | Sell |
3,209
-165
| -5% | -$27.6K | 0.01% | 178 |
|
|
2021
Q3 | $504K | Sell |
3,374
-274
| -8% | -$40.9K | 0.01% | 174 |
|
|
2021
Q2 | $511K | Buy |
3,648
+413
| +13% | +$57.9K | 0.01% | 170 |
|
|
2021
Q1 | $417K | Sell |
3,235
-896
| -22% | -$115K | 0.01% | 165 |
|
|
2020
Q4 | $487K | Buy |
4,131
+400
| +11% | +$47.2K | 0.01% | 161 |
|
|
2020
Q3 | $422K | Sell |
3,731
-282
| -7% | -$31.9K | 0.01% | 164 |
|
|
2020
Q2 | $425K | Sell |
4,013
-373
| -9% | -$39.5K | 0.01% | 162 |
|
|
2020
Q1 | $406K | Sell |
4,386
-550
| -11% | -$50.9K | 0.01% | 162 |
|
|
2019
Q4 | $563K | Sell |
4,936
-385
| -7% | -$43.9K | 0.01% | 160 |
|
|
2019
Q3 | $612K | Sell |
5,321
-870
| -14% | -$100K | 0.01% | 161 |
|
|
2019
Q2 | $714K | Sell |
6,191
-1,548
| -20% | -$179K | 0.01% | 155 |
|
|
2019
Q1 | $804K | Buy |
7,739
+594
| +8% | +$61.7K | 0.02% | 155 |
|
|
2018
Q4 | $636K | Sell |
7,145
-425
| -6% | -$37.8K | 0.02% | 160 |
|
|
2018
Q3 | $684K | Hold |
7,570
| – | – | 0.01% | 160 |
|
|
2018
Q2 | $616K | Buy |
7,570
+16
| +0.2% | +$1.3K | 0.01% | 159 |
|
|
2018
Q1 | $635K | Sell |
7,554
-500
| -6% | -$42K | 0.01% | 159 |
|
|
2017
Q4 | $695K | Sell |
8,054
-800
| -9% | -$69K | 0.01% | 155 |
|
|
2017
Q3 | $693K | Sell |
8,854
-200
| -2% | -$15.7K | 0.02% | 158 |
|
|
2017
Q2 | $664K | Sell |
9,054
-316
| -3% | -$23.2K | 0.02% | 162 |
|
|
2017
Q1 | $683K | Sell |
9,370
-750
| -7% | -$54.7K | 0.02% | 162 |
|
|
2016
Q4 | $718K | Sell |
10,120
-450
| -4% | -$31.9K | 0.02% | 163 |
|
|
2016
Q3 | $674K | Sell |
10,570
-1,990
| -16% | -$127K | 0.02% | 164 |
|
|
2016
Q2 | $832K | Sell |
12,560
-2,570
| -17% | -$170K | 0.02% | 160 |
|
|
2016
Q1 | $893K | Buy |
+15,130
| New | +$893K | 0.02% | 156 |
|