Eldridge Investment 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 | $615K | Hold |
2,687
| – | – | 0.13% | 99 |
|
2025
Q1 | $622K | Hold |
2,687
| – | – | 0.14% | 100 |
|
2024
Q4 | $542K | Sell |
2,687
-490
| -15% | -$98.8K | 0.13% | 105 |
|
2024
Q3 | $660K | Hold |
3,177
| – | – | 0.16% | 94 |
|
2024
Q2 | $678K | Buy |
3,177
+7
| +0.2% | +$1.49K | 0.17% | 92 |
|
2024
Q1 | $676K | Hold |
3,170
| – | – | 0.17% | 92 |
|
2023
Q4 | $568K | Hold |
3,170
| – | – | 0.15% | 98 |
|
2023
Q3 | $483K | Hold |
3,170
| – | – | 0.16% | 93 |
|
2023
Q2 | $550K | Hold |
3,170
| – | – | 0.18% | 80 |
|
2023
Q1 | $517K | Hold |
3,170
| – | – | 0.18% | 80 |
|
2022
Q4 | $497K | Hold |
3,170
| – | – | 0.17% | 77 |
|
2022
Q3 | $508K | Hold |
3,170
| – | – | 0.2% | 73 |
|
2022
Q2 | $485K | Hold |
3,170
| – | – | 0.18% | 72 |
|
2022
Q1 | $502K | Hold |
3,170
| – | – | 0.17% | 75 |
|
2021
Q4 | $529K | Hold |
3,170
| – | – | 0.17% | 73 |
|
2021
Q3 | $473K | Hold |
3,170
| – | – | 0.17% | 74 |
|
2021
Q2 | $444K | Hold |
3,170
| – | – | 0.16% | 75 |
|
2021
Q1 | $409K | Hold |
3,170
| – | – | 0.16% | 76 |
|
2020
Q4 | $374K | Hold |
3,170
| – | – | 0.16% | 74 |
|
2020
Q3 | $359K | Sell |
3,170
-200
| -6% | -$22.7K | 0.17% | 66 |
|
2020
Q2 | $357K | Hold |
3,370
| – | – | 0.18% | 69 |
|
2020
Q1 | $312K | Buy |
3,370
+20
| +0.6% | +$1.85K | 0.18% | 66 |
|
2019
Q4 | $382K | Hold |
3,350
| – | – | 0.19% | 68 |
|
2019
Q3 | $385K | Hold |
3,350
| – | – | 0.2% | 63 |
|
2019
Q2 | $386K | Hold |
3,350
| – | – | 0.21% | 58 |
|
2019
Q1 | $348K | Hold |
3,350
| – | – | 0.19% | 59 |
|
2018
Q4 | $298K | Hold |
3,350
| – | – | 0.18% | 58 |
|
2018
Q3 | $302K | Hold |
3,350
| – | – | 0.19% | 52 |
|
2018
Q2 | $272K | Hold |
3,350
| – | – | 0.19% | 51 |
|
2018
Q1 | $281K | Buy |
+3,350
| New | +$281K | 0.21% | 50 |
|