Fidelis Capital Partners’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 | $1.07M | Buy |
4,619
+24
| +0.5% | +$5.56K | 0.1% | 161 |
|
|
2025
Q1 | $1.05M | Sell |
4,595
-38
| -0.8% | -$8.68K | 0.11% | 151 |
|
|
2024
Q4 | $1.04M | Sell |
4,633
-599
| -11% | -$134K | 0.1% | 164 |
|
|
2024
Q3 | $1.11M | Sell |
5,232
-125
| -2% | -$26.5K | 0.13% | 139 |
|
|
2024
Q2 | $1.1M | Sell |
5,357
-357
| -6% | -$73.1K | 0.16% | 116 |
|
|
2024
Q1 | $1.22M | Buy |
5,714
+1,135
| +25% | +$242K | 0.18% | 101 |
|
|
2023
Q4 | $820K | Buy |
4,579
+1,534
| +50% | +$275K | 0.18% | 110 |
|
|
2023
Q3 | $464K | Sell |
3,045
-178
| -6% | -$27.1K | 0.16% | 140 |
|
|
2023
Q2 | $559K | Buy |
3,223
+145
| +5% | +$25.1K | 0.2% | 115 |
|
|
2023
Q1 | $518K | Buy |
+3,078
| New | +$518K | 0.22% | 115 |
|