Grandfield & Dodd’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 | $338K | Hold |
1,475
| – | – | 0.02% | 169 |
|
|
2025
Q1 | $341K | Hold |
1,475
| – | – | 0.02% | 160 |
|
|
2024
Q4 | $298K | Hold |
1,475
| – | – | 0.02% | 174 |
|
|
2024
Q3 | $306K | Hold |
1,475
| – | – | 0.02% | 174 |
|
|
2024
Q2 | $315K | Hold |
1,475
| – | – | 0.02% | 167 |
|
|
2024
Q1 | $314K | Hold |
1,475
| – | – | 0.02% | 167 |
|
|
2023
Q4 | $264K | Hold |
1,475
| – | – | 0.02% | 171 |
|
|
2023
Q3 | $225K | Hold |
1,475
| – | – | 0.02% | 172 |
|
|
2023
Q2 | $256K | Hold |
1,475
| – | – | 0.02% | 167 |
|
|
2023
Q1 | $241K | Hold |
1,475
| – | – | 0.02% | 174 |
|
|
2022
Q4 | $231K | Buy |
1,475
+75
| +5% | +$11.8K | 0.02% | 178 |
|
|
2022
Q3 | $220K | Hold |
1,400
| – | – | 0.02% | 175 |
|
|
2022
Q2 | $210K | Hold |
1,400
| – | – | 0.02% | 187 |
|
|
2022
Q1 | $220K | Hold |
1,400
| – | – | 0.01% | 196 |
|
|
2021
Q4 | $230K | Sell |
1,400
-27
| -2% | -$4.44K | 0.01% | 193 |
|
|
2021
Q3 | $210K | Buy |
+1,427
| New | +$210K | 0.01% | 204 |
|