EWM
Empirical Wealth Management’s Waste Management WM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $905K | Sell |
3,956
-243
| -6% | -$55.6K | 0.02% | 323 |
|
|
2025
Q1 | $972K | Buy |
4,199
+407
| +11% | +$94.2K | 0.03% | 301 |
|
|
2024
Q4 | $765K | Buy |
3,792
+664
| +21% | +$134K | 0.02% | 309 |
|
|
2024
Q3 | $649K | Sell |
3,128
-134
| -4% | -$27.8K | 0.02% | 332 |
|
|
2024
Q2 | $696K | Buy |
3,262
+2
| +0.1% | +$427 | 0.02% | 294 |
|
|
2024
Q1 | $695K | Buy |
3,260
+322
| +11% | +$68.6K | 0.02% | 290 |
|
|
2023
Q4 | $526K | Sell |
2,938
-7
| -0.2% | -$1.25K | 0.02% | 312 |
|
|
2023
Q3 | $449K | Sell |
2,945
-246
| -8% | -$37.5K | 0.02% | 317 |
|
|
2023
Q2 | $553K | Sell |
3,191
-168
| -5% | -$29.1K | 0.02% | 289 |
|
|
2023
Q1 | $548K | Buy |
3,359
+393
| +13% | +$64.1K | 0.02% | 310 |
|
|
2022
Q4 | $465K | Sell |
2,966
-804
| -21% | -$126K | 0.02% | 321 |
|
|
2022
Q3 | $604K | Buy |
3,770
+505
| +15% | +$80.9K | 0.03% | 262 |
|
|
2022
Q2 | $499K | Sell |
3,265
-59
| -2% | -$9.02K | 0.03% | 297 |
|
|
2022
Q1 | $527K | Sell |
3,324
-560
| -14% | -$88.8K | 0.03% | 321 |
|
|
2021
Q4 | $648K | Buy |
3,884
+488
| +14% | +$81.4K | 0.03% | 290 |
|
|
2021
Q3 | $507K | Buy |
3,396
+13
| +0.4% | +$1.94K | 0.03% | 296 |
|
|
2021
Q2 | $474K | Sell |
3,383
-127
| -4% | -$17.8K | 0.03% | 310 |
|
|
2021
Q1 | $453K | Buy |
3,510
+565
| +19% | +$72.9K | 0.04% | 264 |
|
|
2020
Q4 | $347K | Buy |
2,945
+103
| +4% | +$12.1K | 0.03% | 290 |
|
|
2020
Q3 | $322K | Buy |
2,842
+511
| +22% | +$57.9K | 0.03% | 275 |
|
|
2020
Q2 | $247K | Buy |
+2,331
| New | +$247K | 0.02% | 292 |
|
|
2020
Q1 | – | Sell |
-1,830
| Closed | -$209K | – | 351 |
|
|
2019
Q4 | $209K | Buy |
+1,830
| New | +$209K | 0.02% | 305 |
|