Gryphon Financial 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
$1.8M Buy
7,857
+318
+4% +$72.8K 0.23% 64
2025
Q1
$1.75M Buy
7,539
+217
+3% +$50.2K 0.25% 57
2024
Q4
$1.48M Buy
7,322
+217
+3% +$43.8K 0.21% 65
2024
Q3
$1.47M Buy
7,105
+496
+8% +$103K 0.2% 69
2024
Q2
$1.41M Buy
6,609
+612
+10% +$131K 0.21% 66
2024
Q1
$1.28M Buy
5,997
+1,227
+26% +$262K 0.21% 64
2023
Q4
$838K Buy
4,770
+2,176
+84% +$382K 0.15% 102
2023
Q3
$395K Buy
2,594
+576
+29% +$87.8K 0.09% 114
2023
Q2
$350K Sell
2,018
-416
-17% -$72.1K 0.08% 133
2023
Q1
$397K Sell
2,434
-2
-0.1% -$326 0.09% 123
2022
Q4
$382K Sell
2,436
-194
-7% -$30.4K 0.09% 123
2022
Q3
$422K Buy
2,630
+19
+0.7% +$3.05K 0.11% 109
2022
Q2
$399K Buy
2,611
+94
+4% +$14.4K 0.1% 122
2022
Q1
$399K Buy
2,517
+24
+1% +$3.81K 0.08% 131
2021
Q4
$416K Sell
2,493
-33
-1% -$5.51K 0.08% 142
2021
Q3
$377K Sell
2,526
-205
-8% -$30.6K 0.08% 127
2021
Q2
$362K Buy
2,731
+205
+8% +$27.2K 0.08% 128
2021
Q1
$325K Sell
2,526
-912
-27% -$117K 0.07% 129
2020
Q4
$406K Buy
3,438
+38
+1% +$4.49K 0.1% 101
2020
Q3
$386K Buy
3,400
+781
+30% +$88.7K 0.11% 104
2020
Q2
$278K Sell
2,619
-715
-21% -$75.9K 0.09% 111
2020
Q1
$308K Buy
3,334
+17
+0.5% +$1.57K 0.11% 99
2019
Q4
$378K Buy
+3,317
New +$378K 0.1% 115
2018
Q3
Sell
-366
Closed -$30K 834
2018
Q2
$30K Hold
366
0.01% 317
2018
Q1
$31K Hold
366
0.02% 313
2017
Q4
$31K Buy
+366
New +$31K 0.02% 335