Greenwood Gearhart’s Waste Management WM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,012
| Closed | -$204K | – | 130 |
|
|
2024
Q4 | $204K | Hold |
1,012
| – | – | 0.01% | 126 |
|
|
2024
Q3 | $210K | Hold |
1,012
| – | – | 0.02% | 103 |
|
|
2024
Q2 | $216K | Hold |
1,012
| – | – | 0.02% | 102 |
|
|
2024
Q1 | $216K | Hold |
1,012
| – | – | 0.02% | 96 |
|
|
2023
Q4 | $181K | Buy |
+1,012
| New | +$181K | 0.02% | 100 |
|
|
2023
Q1 | – | Sell |
-1,365
| Closed | -$214K | – | 100 |
|
|
2022
Q4 | $214K | Sell |
1,365
-43
| -3% | -$6.75K | 0.03% | 97 |
|
|
2022
Q3 | $226K | Buy |
1,408
+100
| +8% | +$16.1K | 0.04% | 87 |
|
|
2022
Q2 | $200K | Buy |
1,308
+11
| +0.8% | +$1.68K | 0.03% | 92 |
|
|
2022
Q1 | $206K | Sell |
1,297
-115
| -8% | -$18.3K | 0.03% | 96 |
|
|
2021
Q4 | $236K | Buy |
+1,412
| New | +$236K | 0.03% | 93 |
|