Haverford Financial Services’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 | $4.49M | Buy |
+19,615
| New | +$4.49M | 1.33% | 29 |
|
|
2016
Q3 | – | Sell |
-6,130
| Closed | -$406K | – | 61 |
|
|
2016
Q2 | $406K | Sell |
6,130
-20
| -0.3% | -$1.33K | 0.17% | 40 |
|
|
2016
Q1 | $363K | Buy |
6,150
+1,633
| +36% | +$96.4K | 0.15% | 41 |
|
|
2015
Q4 | $241K | Sell |
4,517
-119
| -3% | -$6.35K | 0.1% | 46 |
|
|
2015
Q3 | $231K | Sell |
4,636
-96
| -2% | -$4.78K | 0.11% | 41 |
|
|
2015
Q2 | $219K | Sell |
4,732
-257
| -5% | -$11.9K | 0.09% | 43 |
|
|
2015
Q1 | $271K | Sell |
4,989
-67
| -1% | -$3.64K | 0.11% | 38 |
|
|
2014
Q4 | $259K | Sell |
5,056
-1,261
| -20% | -$64.6K | 0.11% | 37 |
|
|
2014
Q3 | $300K | Buy |
6,317
+330
| +6% | +$15.7K | 0.13% | 36 |
|
|
2014
Q2 | $268K | Sell |
5,987
-983
| -14% | -$44K | 0.12% | 43 |
|
|
2014
Q1 | $293K | Sell |
6,970
-429
| -6% | -$18K | 0.13% | 39 |
|
|
2013
Q4 | $332K | Buy |
7,399
+53
| +0.7% | +$2.38K | 0.16% | 40 |
|
|
2013
Q3 | $303K | Buy |
+7,346
| New | +$303K | 0.17% | 39 |
|