First National Advisers’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 | $4.58M | Buy |
20,007
+140
| +0.7% | +$32K | 0.67% | 32 |
|
|
2025
Q1 | $4.6M | Sell |
19,867
-335
| -2% | -$77.6K | 0.74% | 32 |
|
|
2024
Q4 | $4.08M | Buy |
20,202
+640
| +3% | +$129K | 0.66% | 38 |
|
|
2024
Q3 | $4.06M | Buy |
19,562
+629
| +3% | +$131K | 0.65% | 39 |
|
|
2024
Q2 | $4.04M | Sell |
18,933
-72
| -0.4% | -$15.4K | 0.74% | 35 |
|
|
2024
Q1 | $3.72M | Buy |
19,005
+2,468
| +15% | +$483K | 0.83% | 29 |
|
|
2023
Q4 | $2.96M | Buy |
16,537
+5,293
| +47% | +$948K | 0.85% | 30 |
|
|
2023
Q3 | $1.71M | Buy |
11,244
+4,524
| +67% | +$690K | 0.77% | 37 |
|
|
2023
Q2 | $1.17M | Buy |
6,720
+39
| +0.6% | +$6.76K | 1.07% | 26 |
|
|
2023
Q1 | $1.09M | Buy |
6,681
+319
| +5% | +$52K | 1.24% | 23 |
|
|
2022
Q4 | $998K | Buy |
6,362
+682
| +12% | +$107K | 1.28% | 24 |
|
|
2022
Q3 | $910K | Buy |
5,680
+1,614
| +40% | +$259K | 1.35% | 16 |
|
|
2022
Q2 | $622K | Buy |
+4,066
| New | +$622K | 1.29% | 23 |
|