GHP Investment 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 | $236K | Buy |
1,032
+217
| +27% | +$49.7K | 0.01% | 363 |
|
|
2025
Q1 | $189K | Sell |
815
-59
| -7% | -$13.7K | 0.01% | 380 |
|
|
2024
Q4 | $176K | Buy |
874
+60
| +7% | +$12.1K | 0.01% | 384 |
|
|
2024
Q3 | $169K | Buy |
814
+1
| +0.1% | +$208 | 0.01% | 397 |
|
|
2024
Q2 | $173K | Buy |
813
+4
| +0.5% | +$854 | 0.01% | 384 |
|
|
2024
Q1 | $172K | Buy |
809
+1
| +0.1% | +$213 | 0.01% | 387 |
|
|
2023
Q4 | $145K | Hold |
808
| – | – | 0.01% | 399 |
|
|
2023
Q3 | $128K | Sell |
808
-25
| -3% | -$3.97K | 0.01% | 408 |
|
|
2023
Q2 | $134K | Sell |
833
-382
| -31% | -$61.5K | 0.01% | 404 |
|
|
2023
Q1 | $198K | Sell |
1,215
-26
| -2% | -$4.24K | 0.01% | 369 |
|
|
2022
Q4 | $195K | Buy |
1,241
+266
| +27% | +$41.7K | 0.01% | 371 |
|
|
2022
Q3 | $156K | Buy |
975
+11
| +1% | +$1.76K | 0.01% | 376 |
|
|
2022
Q2 | $147K | Buy |
964
+80
| +9% | +$12.2K | 0.01% | 378 |
|
|
2022
Q1 | $140K | Buy |
+884
| New | +$140K | 0.01% | 393 |
|
|
2021
Q2 | – | Sell |
-1,683
| Closed | -$217K | – | 300 |
|
|
2021
Q1 | $217K | Buy |
+1,683
| New | +$217K | 0.02% | 283 |
|