Godshalk Welsh Capital 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 | $2.01M | Sell |
8,790
-40
| -0.5% | -$9.15K | 1.24% | 23 |
|
|
2025
Q1 | $2.04M | Sell |
8,830
-65
| -0.7% | -$15K | 1.34% | 21 |
|
|
2024
Q4 | $1.79M | Sell |
8,895
-300
| -3% | -$60.5K | 1.16% | 23 |
|
|
2024
Q3 | $1.91M | Sell |
9,195
-25
| -0.3% | -$5.19K | 1.21% | 24 |
|
|
2024
Q2 | $1.97M | Sell |
9,220
-25
| -0.3% | -$5.33K | 1.31% | 19 |
|
|
2024
Q1 | $1.97M | Buy |
9,245
+25
| +0.3% | +$5.33K | 1.32% | 21 |
|
|
2023
Q4 | $1.65M | Sell |
9,220
-50
| -0.5% | -$8.96K | 1.19% | 27 |
|
|
2023
Q3 | $1.41M | Sell |
9,270
-750
| -7% | -$114K | 1.07% | 31 |
|
|
2023
Q2 | $1.74M | Sell |
10,020
-175
| -2% | -$30.3K | 1.2% | 27 |
|
|
2023
Q1 | $1.66M | Sell |
10,195
-165
| -2% | -$26.9K | 1.17% | 28 |
|
|
2022
Q4 | $1.63M | Sell |
10,360
-355
| -3% | -$55.7K | 1.19% | 27 |
|
|
2022
Q3 | $1.72M | Buy |
10,715
+20
| +0.2% | +$3.21K | 1.27% | 26 |
|
|
2022
Q2 | $1.64M | Sell |
10,695
-200
| -2% | -$30.6K | 1.17% | 31 |
|
|
2022
Q1 | $1.73M | Sell |
10,895
-50
| -0.5% | -$7.93K | 1.06% | 35 |
|
|
2021
Q4 | $1.83M | Sell |
10,945
-200
| -2% | -$33.4K | 1.04% | 37 |
|
|
2021
Q3 | $1.67M | Sell |
11,145
-200
| -2% | -$29.9K | 1.04% | 37 |
|
|
2021
Q2 | $1.65M | Hold |
11,345
| – | – | 1.02% | 36 |
|
|
2021
Q1 | $1.46M | Buy |
11,345
+250
| +2% | +$32.3K | 1.02% | 36 |
|
|
2020
Q4 | $1.31M | Sell |
11,095
-25
| -0.2% | -$2.95K | 0.96% | 37 |
|
|
2020
Q3 | $1.26M | Hold |
11,120
| – | – | 1.06% | 32 |
|
|
2020
Q2 | $1.18M | Sell |
11,120
-250
| -2% | -$26.5K | 1.1% | 32 |
|
|
2020
Q1 | $1.05M | Sell |
11,370
-750
| -6% | -$69.4K | 1.14% | 30 |
|
|
2019
Q4 | $1.38M | Hold |
12,120
| – | – | 1.14% | 30 |
|
|
2019
Q3 | $1.39M | Sell |
12,120
-150
| -1% | -$17.3K | 1.23% | 25 |
|
|
2019
Q2 | $1.42M | Sell |
12,270
-100
| -0.8% | -$11.5K | 1.31% | 24 |
|
|
2019
Q1 | $1.29M | Buy |
12,370
+800
| +7% | +$83.1K | 1.23% | 28 |
|
|
2018
Q4 | $1.03M | Hold |
11,570
| – | – | 1.15% | 29 |
|
|
2018
Q3 | $1.05M | Sell |
11,570
-1,000
| -8% | -$90.3K | 1.02% | 31 |
|
|
2018
Q2 | $1.02M | Hold |
12,570
| – | – | 1.07% | 32 |
|
|
2018
Q1 | $1.06M | Sell |
12,570
-250
| -2% | -$21K | 1.14% | 30 |
|
|
2017
Q4 | $1.11M | Sell |
12,820
-100
| -0.8% | -$8.63K | 1.12% | 29 |
|
|
2017
Q3 | $1.01M | Sell |
12,920
-1,050
| -8% | -$82.2K | 1.01% | 35 |
|
|
2017
Q2 | $1.03M | Sell |
13,970
-350
| -2% | -$25.7K | 1.02% | 35 |
|
|
2017
Q1 | $1.04M | Hold |
14,320
| – | – | 1.03% | 35 |
|
|
2016
Q4 | $1.02M | Sell |
14,320
-1,000
| -7% | -$70.9K | 1.04% | 31 |
|
|
2016
Q3 | $977K | Hold |
15,320
| – | – | 1.01% | 34 |
|
|
2016
Q2 | $1.02M | Sell |
15,320
-800
| -5% | -$53K | 1.07% | 29 |
|
|
2016
Q1 | $951K | Hold |
16,120
| – | – | 0.99% | 29 |
|
|
2015
Q4 | $860K | Hold |
16,120
| – | – | 0.9% | 33 |
|
|
2015
Q3 | $803K | Buy |
16,120
+100
| +0.6% | +$4.98K | 0.88% | 34 |
|
|
2015
Q2 | $743K | Sell |
16,020
-600
| -4% | -$27.8K | 0.75% | 52 |
|
|
2015
Q1 | $901K | Hold |
16,620
| – | – | 0.92% | 39 |
|
|
2014
Q4 | $853K | Buy |
+16,620
| New | +$853K | 0.78% | 43 |
|