Great Diamond Partners’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 | $4.18M | Buy |
18,279
+341
| +2% | +$78K | 0.88% | 23 |
|
|
2025
Q1 | $4.15M | Sell |
17,938
-741
| -4% | -$172K | 1.14% | 18 |
|
|
2024
Q4 | $3.77M | Buy |
18,679
+42
| +0.2% | +$8.48K | 0.97% | 24 |
|
|
2024
Q3 | $3.87M | Sell |
18,637
-3,217
| -15% | -$668K | 0.98% | 26 |
|
|
2024
Q2 | $4.66M | Sell |
21,854
-247
| -1% | -$52.7K | 1.1% | 23 |
|
|
2024
Q1 | $4.71M | Buy |
22,101
+131
| +0.6% | +$27.9K | 1.08% | 21 |
|
|
2023
Q4 | $3.93M | Buy |
21,970
+77
| +0.4% | +$13.8K | 0.97% | 24 |
|
|
2023
Q3 | $3.34M | Buy |
21,893
+36
| +0.2% | +$5.49K | 0.9% | 25 |
|
|
2023
Q2 | $3.79M | Sell |
21,857
-298
| -1% | -$51.7K | 1% | 21 |
|
|
2023
Q1 | $3.62M | Sell |
22,155
-1,654
| -7% | -$270K | 1.05% | 23 |
|
|
2022
Q4 | $3.74M | Sell |
23,809
-86
| -0.4% | -$13.5K | 1.15% | 27 |
|
|
2022
Q3 | $3.83M | Buy |
23,895
+247
| +1% | +$39.6K | 1.31% | 20 |
|
|
2022
Q2 | $3.62M | Buy |
23,648
+440
| +2% | +$67.3K | 1.2% | 20 |
|
|
2022
Q1 | $3.68M | Sell |
23,208
-636
| -3% | -$101K | 1.02% | 26 |
|
|
2021
Q4 | $3.98M | Buy |
23,844
+525
| +2% | +$87.6K | 1.02% | 23 |
|
|
2021
Q3 | $3.48M | Buy |
23,319
+468
| +2% | +$69.9K | 0.95% | 28 |
|
|
2021
Q2 | $3.2M | Buy |
22,851
+844
| +4% | +$118K | 0.91% | 30 |
|
|
2021
Q1 | $2.84M | Sell |
22,007
-1,352
| -6% | -$174K | 0.87% | 31 |
|
|
2020
Q4 | $2.75M | Buy |
23,359
+1,049
| +5% | +$124K | 0.88% | 31 |
|
|
2020
Q3 | $2.52M | Buy |
22,310
+1,127
| +5% | +$128K | 0.93% | 31 |
|
|
2020
Q2 | $2.24M | Buy |
21,183
+45
| +0.2% | +$4.77K | 0.93% | 33 |
|
|
2020
Q1 | $1.96M | Buy |
21,138
+4,326
| +26% | +$400K | 1.01% | 29 |
|
|
2019
Q4 | $1.92M | Buy |
+16,812
| New | +$1.92M | 0.73% | 34 |
|