Evelyn V. Moreno’s Waste Management WM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $3.42M | Sell |
19,116
-28,373
| -60% | -$5.08M | 1.62% | 15 |
|
|
2023
Q3 | $7.24M | Buy |
47,489
+2,806
| +6% | +$428K | 1.58% | 21 |
|
|
2023
Q2 | $7.75M | Sell |
44,683
-1,253
| -3% | -$217K | 1.65% | 18 |
|
|
2023
Q1 | $7.5M | Sell |
45,936
-1,142
| -2% | -$186K | 1.7% | 18 |
|
|
2022
Q4 | $7.39M | Buy |
47,078
+22,074
| +88% | +$3.46M | 1.71% | 15 |
|
|
2022
Q3 | $4.01M | Sell |
25,004
-38,339
| -61% | -$6.14M | 1.81% | 9 |
|
|
2022
Q2 | $9.69M | Sell |
63,343
-3,540
| -5% | -$542K | 2.26% | 7 |
|
|
2022
Q1 | $10.6M | Buy |
66,883
+4,220
| +7% | +$669K | 2.15% | 10 |
|
|
2021
Q4 | $10.5M | Buy |
62,663
+3,022
| +5% | +$504K | 2.09% | 16 |
|
|
2021
Q3 | $8.91M | Sell |
59,641
-1,127
| -2% | -$168K | 2.1% | 16 |
|
|
2021
Q2 | $8.51M | Sell |
60,768
-2,374
| -4% | -$333K | 2% | 21 |
|
|
2021
Q1 | $8.15M | Sell |
63,142
-3
| -0% | -$387 | 1.94% | 21 |
|
|
2020
Q4 | $7.45M | Sell |
63,145
-1,160
| -2% | -$137K | 1.85% | 24 |
|
|
2020
Q3 | $7.28M | Sell |
64,305
-1,005
| -2% | -$114K | 1.97% | 21 |
|
|
2020
Q2 | $6.92M | Sell |
65,310
-325
| -0.5% | -$34.4K | 2.01% | 21 |
|
|
2020
Q1 | $6.08M | Buy |
65,635
+125
| +0.2% | +$11.6K | 2.06% | 21 |
|
|
2019
Q4 | $7.47M | Buy |
65,510
+822
| +1% | +$93.7K | 2.01% | 23 |
|
|
2019
Q3 | $7.44M | Buy |
64,688
+1,008
| +2% | +$116K | 2.04% | 20 |
|
|
2019
Q2 | $7.35M | Buy |
63,680
+2,785
| +5% | +$321K | 2.23% | 22 |
|
|
2019
Q1 | $6.33M | Sell |
60,895
-30
| -0% | -$3.12K | 1.87% | 28 |
|
|
2018
Q4 | $5.42M | Buy |
60,925
+55,250
| +974% | +$4.92M | 1.79% | 31 |
|
|
2018
Q3 | $513K | Buy |
+5,675
| New | +$513K | 0.14% | 54 |
|