Frank Rimerman 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 | $925K | Buy |
4,044
+946
| +31% | +$216K | 0.06% | 224 |
|
|
2025
Q1 | $717K | Buy |
3,098
+83
| +3% | +$19.2K | 0.06% | 247 |
|
|
2024
Q4 | $608K | Sell |
3,015
-4,818
| -62% | -$972K | 0.04% | 266 |
|
|
2024
Q3 | $1.63M | Sell |
7,833
-210
| -3% | -$43.6K | 0.12% | 143 |
|
|
2024
Q2 | $1.72M | Buy |
8,043
+8,028
| +53,520% | +$1.71M | 0.12% | 136 |
|
|
2024
Q1 | $3.2K | Hold |
15
| – | – | ﹤0.01% | 245 |
|
|
2023
Q4 | $2.69K | Buy |
+15
| New | +$2.69K | ﹤0.01% | 246 |
|