Hartford Financial 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 | $1.26M | Sell |
5,489
-30,097
| -85% | -$6.89M | 0.34% | 69 |
|
|
2025
Q1 | $8.24M | Sell |
35,586
-500
| -1% | -$116K | 1.7% | 9 |
|
|
2024
Q4 | $7.28M | Hold |
36,086
| – | – | 1.49% | 13 |
|
|
2024
Q3 | $7.49M | Hold |
36,086
| – | – | 1.53% | 12 |
|
|
2024
Q2 | $7.7M | Sell |
36,086
-23
| -0.1% | -$4.91K | 1.65% | 10 |
|
|
2024
Q1 | $7.7M | Hold |
36,109
| – | – | 1.63% | 12 |
|
|
2023
Q4 | $6.47M | Sell |
36,109
-74
| -0.2% | -$13.3K | 1.47% | 15 |
|
|
2023
Q3 | $5.52M | Sell |
36,183
-21
| -0.1% | -$3.2K | 1.41% | 16 |
|
|
2023
Q2 | $6.28M | Sell |
36,204
-78
| -0.2% | -$13.5K | 1.55% | 13 |
|
|
2023
Q1 | $5.92M | Sell |
36,282
-12
| -0% | -$1.96K | 1.53% | 13 |
|
|
2022
Q4 | $5.69M | Hold |
36,294
| – | – | 1.51% | 15 |
|
|
2022
Q3 | $5.82M | Hold |
36,294
| – | – | 1.71% | 9 |
|
|
2022
Q2 | $5.55M | Sell |
36,294
-61
| -0.2% | -$9.33K | 1.54% | 14 |
|
|
2022
Q1 | $5.76M | Hold |
36,355
| – | – | 1.39% | 15 |
|
|
2021
Q4 | $6.07M | Sell |
36,355
-110
| -0.3% | -$18.4K | 1.41% | 16 |
|
|
2021
Q3 | $5.45M | Hold |
36,465
| – | – | 1.39% | 15 |
|
|
2021
Q2 | $5.11M | Hold |
36,465
| – | – | 1.27% | 18 |
|
|
2021
Q1 | $4.71M | Hold |
36,465
| – | – | 1.17% | 24 |
|
|
2020
Q4 | $4.3M | Hold |
36,465
| – | – | 1.14% | 25 |
|
|
2020
Q3 | $4.13M | Hold |
36,465
| – | – | 1.22% | 23 |
|
|
2020
Q2 | $3.86M | Sell |
36,465
-10
| -0% | -$1.06K | 1.23% | 22 |
|
|
2020
Q1 | $3.38M | Sell |
36,475
-457
| -1% | -$42.3K | 1.35% | 21 |
|
|
2019
Q4 | $4.21M | Hold |
36,932
| – | – | 1.32% | 20 |
|
|
2019
Q3 | $4.25M | Sell |
36,932
-133
| -0.4% | -$15.3K | 1.42% | 19 |
|
|
2019
Q2 | $4.28M | Sell |
37,065
-46
| -0.1% | -$5.31K | 1.43% | 20 |
|
|
2019
Q1 | $3.86M | Sell |
37,111
-860
| -2% | -$89.4K | 1.32% | 21 |
|
|
2018
Q4 | $3.38M | Sell |
37,971
-512
| -1% | -$45.6K | 1.29% | 23 |
|
|
2018
Q3 | $3.48M | Sell |
38,483
-688
| -2% | -$62.2K | 1.18% | 29 |
|
|
2018
Q2 | $3.19M | Buy |
39,171
+29,457
| +303% | +$2.4M | 1.13% | 30 |
|
|
2018
Q1 | $817K | Sell |
9,714
-1,286
| -12% | -$108K | 0.41% | 65 |
|
|
2017
Q4 | $949K | Sell |
11,000
-1,000
| -8% | -$86.3K | 0.47% | 63 |
|
|
2017
Q3 | $939K | Hold |
12,000
| – | – | 0.48% | 65 |
|
|
2017
Q2 | $880K | Hold |
12,000
| – | – | 0.4% | 71 |
|
|
2017
Q1 | $875K | Sell |
12,000
-200
| -2% | -$14.6K | 0.53% | 60 |
|
|
2016
Q4 | $865K | Hold |
12,200
| – | – | 0.51% | 65 |
|
|
2016
Q3 | $777K | Hold |
12,200
| – | – | 0.47% | 66 |
|
|
2016
Q2 | $808K | Sell |
12,200
-900
| -7% | -$59.6K | 0.49% | 65 |
|
|
2016
Q1 | $772K | Sell |
13,100
-150
| -1% | -$8.84K | 0.48% | 65 |
|
|
2015
Q4 | $707K | Sell |
13,250
-750
| -5% | -$40K | 0.44% | 65 |
|
|
2015
Q3 | $697K | Sell |
14,000
-2,900
| -17% | -$144K | 0.47% | 63 |
|
|
2015
Q2 | $783K | Sell |
16,900
-850
| -5% | -$39.4K | 0.46% | 67 |
|
|
2015
Q1 | $962K | Buy |
17,750
+1,300
| +8% | +$70.5K | 0.59% | 62 |
|
|
2014
Q4 | $844K | Sell |
16,450
-350
| -2% | -$18K | 0.52% | 65 |
|
|
2014
Q3 | $798K | Sell |
16,800
-600
| -3% | -$28.5K | 0.48% | 72 |
|
|
2014
Q2 | $778K | Buy |
17,400
+350
| +2% | +$15.6K | 0.47% | 68 |
|
|
2014
Q1 | $717K | Buy |
17,050
+2,000
| +13% | +$84.1K | 0.47% | 68 |
|
|
2013
Q4 | $675K | Sell |
15,050
-550
| -4% | -$24.7K | 0.44% | 70 |
|
|
2013
Q3 | $643K | Sell |
15,600
-100
| -0.6% | -$4.12K | 0.44% | 71 |
|
|
2013
Q2 | $633K | Buy |
+15,700
| New | +$633K | 0.44% | 69 |
|