Evergreen Private Wealth’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 | $5.2M | Buy |
22,738
+590
| +3% | +$135K | 2.18% | 18 |
|
|
2025
Q1 | $5.13M | Buy |
22,148
+265
| +1% | +$61.4K | 2.4% | 14 |
|
|
2024
Q4 | $4.42M | Buy |
21,883
+22
| +0.1% | +$4.44K | 2.07% | 22 |
|
|
2024
Q3 | $4.54M | Buy |
21,861
+308
| +1% | +$63.9K | 2.1% | 20 |
|
|
2024
Q2 | $4.6M | Buy |
21,553
+190
| +0.9% | +$40.5K | 2.27% | 17 |
|
|
2024
Q1 | $4.55M | Sell |
21,363
-6,143
| -22% | -$1.31M | 2.28% | 15 |
|
|
2023
Q4 | $4.93M | Buy |
+27,506
| New | +$4.93M | 2.66% | 16 |
|