Fulcrum Asset Management’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 | $1.89M | Buy |
+8,246
| New | +$1.89M | 1.45% | 15 |
|
|
2025
Q1 | – | Hold |
0
| – | – | – | 203 |
|
|
2022
Q1 | – | Hold |
0
| – | -$4.32M | – | 2 |
|
|
2021
Q4 | – | Hold |
0
| – | -$4.32M | – | 4 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 4 |
|
|
2021
Q2 | – | Hold |
0
| – | -$518K | – | 206 |
|
|
2021
Q1 | – | Hold |
0
| – | -$715K | – | 95 |
|
|
2020
Q4 | – | Hold |
0
| – | -$787K | – | 120 |
|
|
2020
Q3 | – | Sell |
-5,379
| Closed | -$715K | – | 78 |
|
|
2020
Q2 | $715K | Buy |
+5,379
| New | +$715K | 0.24% | 122 |
|