EWM
Evercore Wealth Management’s Waste Management WM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.61M | Hold |
7,040
| – | – | 0.03% | 175 |
|
|
2025
Q1 | $1.63M | Sell |
7,040
-65
| -0.9% | -$15K | 0.03% | 172 |
|
|
2024
Q4 | $1.43M | Hold |
7,105
| – | – | 0.02% | 187 |
|
|
2024
Q3 | $1.47M | Hold |
7,105
| – | – | 0.02% | 186 |
|
|
2024
Q2 | $1.52M | Hold |
7,105
| – | – | 0.02% | 185 |
|
|
2024
Q1 | $1.51M | Sell |
7,105
-26
| -0.4% | -$5.54K | 0.02% | 185 |
|
|
2023
Q4 | $1.28M | Buy |
7,131
+26
| +0.4% | +$4.66K | 0.02% | 201 |
|
|
2023
Q3 | $1.08M | Buy |
7,105
+258
| +4% | +$39.3K | 0.02% | 210 |
|
|
2023
Q2 | $1.19M | Hold |
6,847
| – | – | 0.02% | 200 |
|
|
2023
Q1 | $1.12M | Sell |
6,847
-4
| -0.1% | -$653 | 0.02% | 204 |
|
|
2022
Q4 | $1.07M | Buy |
6,851
+50
| +0.7% | +$7.84K | 0.02% | 203 |
|
|
2022
Q3 | $1.09M | Hold |
6,801
| – | – | 0.02% | 193 |
|
|
2022
Q2 | $1.04M | Hold |
6,801
| – | – | 0.02% | 206 |
|
|
2022
Q1 | $1.08M | Sell |
6,801
-247
| -4% | -$39.2K | 0.02% | 218 |
|
|
2021
Q4 | $1.18M | Hold |
7,048
| – | – | 0.02% | 212 |
|
|
2021
Q3 | $1.05M | Sell |
7,048
-28
| -0.4% | -$4.18K | 0.02% | 216 |
|
|
2021
Q2 | $991K | Sell |
7,076
-322
| -4% | -$45.1K | 0.02% | 227 |
|
|
2021
Q1 | $955K | Sell |
7,398
-1,267
| -15% | -$164K | 0.02% | 230 |
|
|
2020
Q4 | $1.02M | Buy |
8,665
+1,767
| +26% | +$208K | 0.02% | 214 |
|
|
2020
Q3 | $780K | Sell |
6,898
-207
| -3% | -$23.4K | 0.02% | 224 |
|
|
2020
Q2 | $753K | Buy |
7,105
+48
| +0.7% | +$5.09K | 0.02% | 224 |
|
|
2020
Q1 | $653K | Buy |
7,057
+534
| +8% | +$49.4K | 0.02% | 212 |
|
|
2019
Q4 | $743K | Sell |
6,523
-290
| -4% | -$33K | 0.02% | 239 |
|
|
2019
Q3 | $784K | Buy |
6,813
+44
| +0.7% | +$5.06K | 0.02% | 233 |
|
|
2019
Q2 | $781K | Hold |
6,769
| – | – | 0.02% | 232 |
|
|
2019
Q1 | $703K | Buy |
6,769
+448
| +7% | +$46.5K | 0.02% | 235 |
|
|
2018
Q4 | $563K | Buy |
6,321
+62
| +1% | +$5.52K | 0.02% | 241 |
|
|
2018
Q3 | $566K | Sell |
6,259
-6,600
| -51% | -$597K | 0.02% | 266 |
|
|
2018
Q2 | $1.05M | Hold |
12,859
| – | – | 0.04% | 191 |
|
|
2018
Q1 | $1.08M | Hold |
12,859
| – | – | 0.04% | 177 |
|
|
2017
Q4 | $1.11M | Hold |
12,859
| – | – | 0.04% | 178 |
|
|
2017
Q3 | $1.01M | Hold |
12,859
| – | – | 0.04% | 177 |
|
|
2017
Q2 | $943K | Hold |
12,859
| – | – | 0.04% | 185 |
|
|
2017
Q1 | $937K | Buy |
12,859
+3,079
| +31% | +$224K | 0.04% | 183 |
|
|
2016
Q4 | $693K | Sell |
9,780
-315
| -3% | -$22.3K | 0.03% | 221 |
|
|
2016
Q3 | $643K | Hold |
10,095
| – | – | 0.03% | 220 |
|
|
2016
Q2 | $669K | Buy |
10,095
+336
| +3% | +$22.3K | 0.03% | 209 |
|
|
2016
Q1 | $576K | Sell |
9,759
-3,979
| -29% | -$235K | 0.03% | 217 |
|
|
2015
Q4 | $734K | Hold |
13,738
| – | – | 0.03% | 212 |
|
|
2015
Q3 | $682K | Buy |
13,738
+6,004
| +78% | +$298K | 0.03% | 217 |
|
|
2015
Q2 | $357K | Buy |
7,734
+146
| +2% | +$6.74K | 0.02% | 323 |
|
|
2015
Q1 | $412K | Buy |
7,588
+329
| +5% | +$17.9K | 0.02% | 305 |
|
|
2014
Q4 | $371K | Hold |
7,259
| – | – | 0.02% | 286 |
|
|
2014
Q3 | $344K | Sell |
7,259
-30
| -0.4% | -$1.42K | 0.02% | 317 |
|
|
2014
Q2 | $325K | Sell |
7,289
-1,627
| -18% | -$72.5K | 0.02% | 326 |
|
|
2014
Q1 | $374K | Sell |
8,916
-2,325
| -21% | -$97.5K | 0.02% | 296 |
|
|
2013
Q4 | $503K | Buy |
11,241
+3,724
| +50% | +$167K | 0.03% | 262 |
|
|
2013
Q3 | $311K | Sell |
7,517
-3,000
| -29% | -$124K | 0.02% | 344 |
|
|
2013
Q2 | $424K | Buy |
+10,517
| New | +$424K | 0.02% | 299 |
|