Evergreen Capital Management’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 | $810K | Sell |
3,539
-138
| -4% | -$31.6K | 0.02% | 412 |
|
|
2025
Q1 | $851K | Buy |
3,677
+517
| +16% | +$120K | 0.03% | 362 |
|
|
2024
Q4 | $638K | Buy |
3,160
+7
| +0.2% | +$1.41K | 0.02% | 435 |
|
|
2024
Q3 | $655K | Sell |
3,153
-213
| -6% | -$44.2K | 0.02% | 424 |
|
|
2024
Q2 | $718K | Buy |
3,366
+235
| +8% | +$50.1K | 0.03% | 373 |
|
|
2024
Q1 | $667K | Sell |
3,131
-341
| -10% | -$72.7K | 0.03% | 369 |
|
|
2023
Q4 | $622K | Buy |
3,472
+896
| +35% | +$160K | 0.03% | 370 |
|
|
2023
Q3 | $393K | Sell |
2,576
-155
| -6% | -$23.6K | 0.02% | 455 |
|
|
2023
Q2 | $474K | Buy |
2,731
+154
| +6% | +$26.7K | 0.02% | 406 |
|
|
2023
Q1 | $420K | Buy |
2,577
+771
| +43% | +$126K | 0.02% | 413 |
|
|
2022
Q4 | $283K | Sell |
1,806
-46
| -2% | -$7.22K | 0.01% | 505 |
|
|
2022
Q3 | $297K | Buy |
1,852
+218
| +13% | +$35K | 0.02% | 451 |
|
|
2022
Q2 | $250K | Sell |
1,634
-21,312
| -93% | -$3.26M | 0.01% | 469 |
|
|
2022
Q1 | $3.64M | Buy |
22,946
+198
| +0.9% | +$31.4K | 0.15% | 172 |
|
|
2021
Q4 | $3.8M | Sell |
22,748
-1,049
| -4% | -$175K | 0.15% | 165 |
|
|
2021
Q3 | $3.55M | Buy |
23,797
+525
| +2% | +$78.4K | 0.16% | 147 |
|
|
2021
Q2 | $3.26M | Buy |
23,272
+106
| +0.5% | +$14.9K | 0.16% | 149 |
|
|
2021
Q1 | $2.99M | Sell |
23,166
-64,360
| -74% | -$8.3M | 0.15% | 146 |
|
|
2020
Q4 | $10.3M | Sell |
87,526
-5,184
| -6% | -$611K | 0.6% | 36 |
|
|
2020
Q3 | $10.5M | Sell |
92,710
-459
| -0.5% | -$51.9K | 0.72% | 33 |
|
|
2020
Q2 | $9.87M | Buy |
+93,169
| New | +$9.87M | 0.75% | 37 |
|
|
2020
Q1 | – | Sell |
-2,063
| Closed | -$235K | – | 489 |
|
|
2019
Q4 | $235K | Buy |
+2,063
| New | +$235K | 0.02% | 400 |
|
|
2019
Q3 | – | Sell |
-1,729
| Closed | -$200K | – | 474 |
|
|
2019
Q2 | $200K | Buy |
+1,729
| New | +$200K | 0.02% | 396 |
|