First Western Trust Bank’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 | $418K | Hold |
1,826
| – | – | 0.02% | 130 |
|
|
2025
Q1 | $423K | Sell |
1,826
-62
| -3% | -$14.4K | 0.02% | 129 |
|
|
2024
Q4 | $381K | Buy |
1,888
+17
| +0.9% | +$3.43K | 0.02% | 141 |
|
|
2024
Q3 | $388K | Hold |
1,871
| – | – | 0.02% | 144 |
|
|
2024
Q2 | $399K | Sell |
1,871
-45
| -2% | -$9.6K | 0.02% | 134 |
|
|
2024
Q1 | $408K | Hold |
1,916
| – | – | 0.02% | 140 |
|
|
2023
Q4 | $343K | Buy |
+1,916
| New | +$343K | 0.02% | 155 |
|
|
2023
Q1 | – | Sell |
-1,743
| Closed | -$273K | – | 190 |
|
|
2022
Q4 | $273K | Sell |
1,743
-4
| -0.2% | -$628 | 0.02% | 164 |
|
|
2022
Q3 | $280K | Buy |
1,747
+1
| +0.1% | +$160 | 0.02% | 145 |
|
|
2022
Q2 | $264K | Sell |
1,746
-357
| -17% | -$54K | 0.02% | 151 |
|
|
2022
Q1 | $335K | Buy |
+2,103
| New | +$335K | 0.02% | 146 |
|