Harfst & Associates’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 | $1.5M | Buy |
6,547
+3,641
| +125% | +$833K | 0.31% | 70 |
|
|
2025
Q1 | $673K | Buy |
+2,906
| New | +$673K | 0.16% | 77 |
|
|
2017
Q2 | – | Sell |
-513
| Closed | -$37K | – | 299 |
|
|
2017
Q1 | $37K | Buy |
+513
| New | +$37K | 0.02% | 160 |
|
|
2016
Q1 | – | Sell |
-2,589
| Closed | -$138K | – | 247 |
|
|
2015
Q4 | $138K | Buy |
2,589
+387
| +18% | +$20.6K | 0.06% | 115 |
|
|
2015
Q3 | $110K | Buy |
2,202
+100
| +5% | +$5K | 0.05% | 122 |
|
|
2015
Q2 | $97K | Buy |
+2,102
| New | +$97K | 0.05% | 123 |
|