Fulcrum Capital’s Waste Management WM Stock Holding History

Fulcrum Capital’s Portfolio WM Stock Details WM Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$10.9M	Sell	47,684 -83	-0.2%	-$19K	2.31%	15
2025 Q1	$11.1M	Sell	47,767 -336	-0.7%	-$77.8K	2.45%	13
2024 Q4	$9.71M	Buy	48,103 +413	+0.9%	+$83.3K	2.03%	16
2024 Q3	$9.9M	Buy	47,690 +308	+0.7%	+$63.9K	2.16%	13
2024 Q2	$10.1M	Buy	47,382 +479	+1%	+$102K	2.3%	13
2024 Q1	$10M	Buy	46,903 +56	+0.1%	+$11.9K	2.37%	13
2023 Q4	$8.39M	Sell	46,847 -2,586	-5%	-$463K	2.17%	16
2023 Q3	$7.54M	Sell	49,433 -397	-0.8%	-$60.5K	2.19%	16
2023 Q2	$8.64M	Sell	49,830 -3,000	-6%	-$520K	2.27%	13
2023 Q1	$8.62M	Sell	52,830 -1,912	-3%	-$312K	2.32%	12
2022 Q4	$8.59M	Sell	54,742 -1,402	-2%	-$220K	2.48%	10
2022 Q3	$9M	Sell	56,144 -1,342	-2%	-$215K	2.67%	9
2022 Q2	$8.79M	Sell	57,486 -5,805	-9%	-$888K	2.76%	10
2022 Q1	$10M	Buy	63,291 +1,284	+2%	+$204K	2.69%	12
2021 Q4	$10.3M	Buy	62,007 +811	+1%	+$135K	2.24%	15
2021 Q3	$9.14M	Buy	61,196 +493	+0.8%	+$73.6K	2.19%	16
2021 Q2	$8.51M	Buy	60,703 +2,531	+4%	+$355K	2.13%	19
2021 Q1	$7.51M	Buy	58,172 +2,880	+5%	+$372K	2.15%	18
2020 Q4	$6.52M	Buy	55,292 +4,514	+9%	+$532K	1.95%	25
2020 Q3	$5.75M	Sell	50,778 -1,573	-3%	-$178K	2.08%	26
2020 Q2	$5.54M	Sell	52,351 -2,746	-5%	-$291K	2.1%	28
2020 Q1	$5.1M	Sell	55,097 -3,671	-6%	-$340K	2.32%	26
2019 Q4	$6.7M	Buy	58,768 +2,870	+5%	+$327K	2.07%	21
2019 Q3	$6.43M	Sell	55,898 -1,812	-3%	-$208K	2.2%	15
2019 Q2	$6.66M	Sell	57,710 -2,095	-4%	-$242K	2.44%	15
2019 Q1	$6.21M	Buy	59,805 +2,142	+4%	+$223K	2.35%	17
2018 Q4	$5.13M	Buy	57,663 +4,553	+9%	+$405K	2.31%	16
2018 Q3	$4.8M	Buy	53,110 +2,721	+5%	+$246K	1.87%	21
2018 Q2	$0	Buy	50,389 +4,088	+9%	–	﹤0.01%	66
2018 Q1	$3.9M	Buy	46,301 +34,802	+303%	+$2.93M	1.27%	28
2017 Q4	$992K	Buy	+11,499	New	+$992K	0.32%	46