Harbour Trust & Investment 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 | $943K | Buy |
4,120
+45
| +1% | +$10.3K | 0.1% | 90 |
|
|
2025
Q1 | $943K | Hold |
4,075
| – | – | 0.11% | 87 |
|
|
2024
Q4 | $822K | Hold |
4,075
| – | – | 0.09% | 97 |
|
|
2024
Q3 | $846K | Sell |
4,075
-9
| -0.2% | -$1.87K | 0.1% | 96 |
|
|
2024
Q2 | $871K | Buy |
4,084
+9
| +0.2% | +$1.92K | 0.1% | 94 |
|
|
2024
Q1 | $869K | Hold |
4,075
| – | – | 0.11% | 95 |
|
|
2023
Q4 | $730K | Buy |
+4,075
| New | +$730K | 0.1% | 98 |
|