Excalibur 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 | $253K | Hold |
1,106
| – | – | 0.09% | 144 |
|
2025
Q1 | $256K | Hold |
1,106
| – | – | 0.1% | 143 |
|
2024
Q4 | $223K | Hold |
1,106
| – | – | 0.09% | 154 |
|
2024
Q3 | $230K | Hold |
1,106
| – | – | 0.09% | 152 |
|
2024
Q2 | $236K | Hold |
1,106
| – | – | 0.1% | 148 |
|
2024
Q1 | $236K | Buy |
+1,106
| New | +$236K | 0.1% | 145 |
|