First United Bank & Trust’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 | $364K | Hold |
1,592
| – | – | 0.13% | 113 |
|
|
2025
Q1 | $369K | Sell |
1,592
-17
| -1% | -$3.94K | 0.14% | 110 |
|
|
2024
Q4 | $325K | Sell |
1,609
-21
| -1% | -$4.24K | 0.12% | 120 |
|
|
2024
Q3 | $338K | Hold |
1,630
| – | – | 0.12% | 120 |
|
|
2024
Q2 | $348K | Sell |
1,630
-70
| -4% | -$14.9K | 0.13% | 118 |
|
|
2024
Q1 | $362K | Hold |
1,700
| – | – | 0.13% | 118 |
|
|
2023
Q4 | $304K | Sell |
1,700
-30
| -2% | -$5.37K | 0.12% | 119 |
|
|
2023
Q3 | $264K | Hold |
1,730
| – | – | 0.12% | 124 |
|
|
2023
Q2 | $300K | Sell |
1,730
-130
| -7% | -$22.5K | 0.13% | 120 |
|
|
2023
Q1 | $303K | Hold |
1,860
| – | – | 0.14% | 117 |
|
|
2022
Q4 | $292K | Hold |
1,860
| – | – | 0.14% | 117 |
|
|
2022
Q3 | $298K | Hold |
1,860
| – | – | 0.15% | 118 |
|
|
2022
Q2 | $285K | Buy |
1,860
+496
| +36% | +$76K | 0.13% | 125 |
|
|
2022
Q1 | $216K | Buy |
1,364
+55
| +4% | +$8.71K | 0.08% | 155 |
|
|
2021
Q4 | $218K | Buy |
+1,309
| New | +$218K | 0.08% | 159 |
|
|
2014
Q2 | – | Sell |
-6,085
| Closed | -$256K | – | 85 |
|
|
2014
Q1 | $256K | Sell |
6,085
-800
| -12% | -$33.7K | 0.28% | 78 |
|
|
2013
Q4 | $309K | Sell |
6,885
-160
| -2% | -$7.18K | 0.34% | 71 |
|
|
2013
Q3 | $290K | Sell |
7,045
-235
| -3% | -$9.67K | 0.35% | 70 |
|
|
2013
Q2 | $294K | Buy |
+7,280
| New | +$294K | 0.4% | 68 |
|