Freedom Investment Management’s Waste Management WM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,496
| Closed | -$392K | – | 803 |
|
|
2022
Q4 | $392K | Sell |
2,496
-238
| -9% | -$37.3K | 0.04% | 499 |
|
|
2022
Q3 | $438K | Buy |
2,734
+19
| +0.7% | +$3.04K | 0.05% | 461 |
|
|
2022
Q2 | $415K | Buy |
2,715
+450
| +20% | +$68.8K | 0.04% | 508 |
|
|
2022
Q1 | $359K | Buy |
+2,265
| New | +$359K | 0.03% | 570 |
|
|
2018
Q1 | – | Sell |
-2,406
| Closed | -$208K | – | 1223 |
|
|
2017
Q4 | $208K | Buy |
+2,406
| New | +$208K | 0.01% | 1031 |
|
|
2017
Q2 | – | Sell |
-4,154
| Closed | -$303K | – | 1131 |
|
|
2017
Q1 | $303K | Sell |
4,154
-3,061
| -42% | -$223K | 0.02% | 765 |
|
|
2016
Q4 | $512K | Buy |
+7,215
| New | +$512K | 0.03% | 477 |
|
|
2015
Q3 | – | Sell |
-5,391
| Closed | -$250K | – | 741 |
|
|
2015
Q2 | $250K | Sell |
5,391
-431
| -7% | -$20K | 0.03% | 558 |
|
|
2015
Q1 | $316K | Buy |
5,822
+86
| +1% | +$4.67K | 0.03% | 461 |
|
|
2014
Q4 | $294K | Sell |
5,736
-114
| -2% | -$5.84K | 0.04% | 427 |
|
|
2014
Q3 | $278K | Sell |
5,850
-327
| -5% | -$15.5K | 0.05% | 358 |
|
|
2014
Q2 | $276K | Sell |
6,177
-137
| -2% | -$6.12K | 0.05% | 360 |
|
|
2014
Q1 | $266K | Buy |
6,314
+229
| +4% | +$9.65K | 0.06% | 323 |
|
|
2013
Q4 | $273K | Sell |
6,085
-627
| -9% | -$28.1K | 0.07% | 298 |
|
|
2013
Q3 | $277K | Sell |
6,712
-13
| -0.2% | -$537 | 0.08% | 242 |
|
|
2013
Q2 | $271K | Buy |
+6,725
| New | +$271K | 0.09% | 203 |
|