Everett Harris & Co’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 | $878K | Buy |
3,837
+484
| +14% | +$111K | 0.01% | 171 |
|
|
2025
Q1 | $776K | Buy |
3,353
+55
| +2% | +$12.7K | 0.01% | 171 |
|
|
2024
Q4 | $666K | Buy |
3,298
+1,455
| +79% | +$294K | 0.01% | 178 |
|
|
2024
Q3 | $383K | Buy |
1,843
+196
| +12% | +$40.7K | ﹤0.01% | 212 |
|
|
2024
Q2 | $351K | Buy |
1,647
+170
| +12% | +$36.3K | ﹤0.01% | 214 |
|
|
2024
Q1 | $315K | Buy |
1,477
+140
| +10% | +$29.8K | ﹤0.01% | 219 |
|
|
2023
Q4 | $239K | Sell |
1,337
-6
| -0.4% | -$1.08K | ﹤0.01% | 235 |
|
|
2023
Q3 | $205K | Hold |
1,343
| – | – | ﹤0.01% | 239 |
|
|
2023
Q2 | $233K | Hold |
1,343
| – | – | ﹤0.01% | 233 |
|
|
2023
Q1 | $219K | Sell |
1,343
-9
| -0.7% | -$1.47K | ﹤0.01% | 237 |
|
|
2022
Q4 | $212K | Buy |
+1,352
| New | +$212K | ﹤0.01% | 243 |
|