Equitable Holdings’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 | $5.53M | Buy |
24,171
+5,456
| +29% | +$1.25M | 0.05% | 298 |
|
|
2025
Q1 | $4.33M | Buy |
18,715
+2,783
| +17% | +$644K | 0.04% | 320 |
|
|
2024
Q4 | $3.21M | Buy |
15,932
+1,163
| +8% | +$235K | 0.03% | 371 |
|
|
2024
Q3 | $3.07M | Buy |
14,769
+2,728
| +23% | +$566K | 0.03% | 376 |
|
|
2024
Q2 | $2.57M | Buy |
12,041
+1,459
| +14% | +$311K | 0.03% | 400 |
|
|
2024
Q1 | $2.26M | Buy |
10,582
+808
| +8% | +$172K | 0.03% | 423 |
|
|
2023
Q4 | $1.75M | Buy |
9,774
+2,423
| +33% | +$434K | 0.02% | 447 |
|
|
2023
Q3 | $1.12M | Buy |
7,351
+1,750
| +31% | +$267K | 0.02% | 514 |
|
|
2023
Q2 | $971K | Buy |
5,601
+2,897
| +107% | +$502K | 0.01% | 521 |
|
|
2023
Q1 | $441K | Buy |
2,704
+851
| +46% | +$139K | 0.01% | 678 |
|
|
2022
Q4 | $291K | Buy |
+1,853
| New | +$291K | 0.01% | 744 |
|
|
2022
Q2 | – | Sell |
-1,885
| Closed | -$299K | – | 927 |
|
|
2022
Q1 | $299K | Buy |
+1,885
| New | +$299K | ﹤0.01% | 715 |
|
|
2020
Q1 | – | Sell |
-1,815
| Closed | -$207K | – | 638 |
|
|
2019
Q4 | $207K | Buy |
+1,815
| New | +$207K | 0.01% | 569 |
|