First Foundation Advisors’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 | $749K | Buy |
3,272
+531
| +19% | +$122K | 0.03% | 209 |
|
|
2025
Q1 | $635K | Sell |
2,741
-700
| -20% | -$162K | 0.03% | 203 |
|
|
2024
Q4 | $694K | Sell |
3,441
-25
| -0.7% | -$5.04K | 0.03% | 197 |
|
|
2024
Q3 | $719K | Buy |
3,466
+17
| +0.5% | +$3.53K | 0.03% | 194 |
|
|
2024
Q2 | $736K | Sell |
3,449
-55
| -2% | -$11.7K | 0.03% | 189 |
|
|
2024
Q1 | $747K | Buy |
3,504
+419
| +14% | +$89.3K | 0.03% | 191 |
|
|
2023
Q4 | $553K | Sell |
3,085
-1,194
| -28% | -$214K | 0.03% | 217 |
|
|
2023
Q3 | $652K | Buy |
4,279
+112
| +3% | +$17.1K | 0.03% | 218 |
|
|
2023
Q2 | $723K | Buy |
4,167
+1,003
| +32% | +$174K | 0.03% | 203 |
|
|
2023
Q1 | $516K | Buy |
3,164
+6
| +0.2% | +$979 | 0.02% | 228 |
|
|
2022
Q4 | $495K | Sell |
3,158
-60
| -2% | -$9.41K | 0.02% | 247 |
|
|
2022
Q3 | $516K | Sell |
3,218
-2,740
| -46% | -$439K | 0.03% | 233 |
|
|
2022
Q2 | $911K | Sell |
5,958
-3,038
| -34% | -$465K | 0.04% | 184 |
|
|
2022
Q1 | $1.43M | Sell |
8,996
-2,188
| -20% | -$347K | 0.05% | 165 |
|
|
2021
Q4 | $1.87M | Buy |
11,184
+12
| +0.1% | +$2K | 0.06% | 145 |
|
|
2021
Q3 | $1.67M | Sell |
11,172
-297
| -3% | -$44.4K | 0.06% | 152 |
|
|
2021
Q2 | $1.61M | Sell |
11,469
-328
| -3% | -$46K | 0.06% | 163 |
|
|
2021
Q1 | $1.52M | Buy |
11,797
+1,339
| +13% | +$173K | 0.07% | 159 |
|
|
2020
Q4 | $1.23M | Buy |
10,458
+2,100
| +25% | +$248K | 0.05% | 169 |
|
|
2020
Q3 | $946K | Buy |
8,358
+64
| +0.8% | +$7.24K | 0.04% | 181 |
|
|
2020
Q2 | $878K | Buy |
8,294
+2,898
| +54% | +$307K | 0.05% | 181 |
|
|
2020
Q1 | $499K | Buy |
+5,396
| New | +$499K | 0.03% | 227 |
|