Gladstone Institutional Advisory’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 | $870K | Sell |
3,804
-134
| -3% | -$30.7K | 0.04% | 373 |
|
|
2025
Q1 | $912K | Buy |
3,938
+1,279
| +48% | +$296K | 0.04% | 349 |
|
|
2024
Q4 | $537K | Sell |
2,659
-190
| -7% | -$38.3K | 0.02% | 459 |
|
|
2024
Q3 | $592K | Sell |
2,849
-675
| -19% | -$140K | 0.03% | 409 |
|
|
2024
Q2 | $752K | Buy |
3,524
+14
| +0.4% | +$2.99K | 0.04% | 342 |
|
|
2024
Q1 | $748K | Sell |
3,510
-1,163
| -25% | -$248K | 0.04% | 331 |
|
|
2023
Q4 | $837K | Sell |
4,673
-328
| -7% | -$58.7K | 0.05% | 318 |
|
|
2023
Q3 | $762K | Sell |
5,001
-241
| -5% | -$36.7K | 0.05% | 308 |
|
|
2023
Q2 | $909K | Sell |
5,242
-287
| -5% | -$49.8K | 0.06% | 294 |
|
|
2023
Q1 | $902K | Buy |
5,529
+126
| +2% | +$20.6K | 0.06% | 306 |
|
|
2022
Q4 | $848K | Buy |
5,403
+12
| +0.2% | +$1.88K | 0.06% | 305 |
|
|
2022
Q3 | $864K | Buy |
5,391
+161
| +3% | +$25.8K | 0.07% | 294 |
|
|
2022
Q2 | $800K | Sell |
5,230
-407
| -7% | -$62.3K | 0.06% | 315 |
|
|
2022
Q1 | $894K | Buy |
5,637
+1,950
| +53% | +$309K | 0.06% | 316 |
|
|
2021
Q4 | $615K | Buy |
3,687
+708
| +24% | +$118K | 0.05% | 339 |
|
|
2021
Q3 | $445K | Buy |
2,979
+975
| +49% | +$146K | 0.04% | 358 |
|
|
2021
Q2 | $281K | Buy |
2,004
+122
| +6% | +$17.1K | 0.03% | 416 |
|
|
2021
Q1 | $243K | Buy |
+1,882
| New | +$243K | 0.04% | 357 |
|