Herold Advisors’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 | $649K | Buy |
2,835
+196
| +7% | +$44.8K | 0.14% | 161 |
|
|
2025
Q1 | $611K | Hold |
2,639
| – | – | 0.13% | 162 |
|
|
2024
Q4 | $533K | Buy |
2,639
+1
| +0% | +$202 | 0.12% | 179 |
|
|
2024
Q3 | $548K | Hold |
2,638
| – | – | 0.12% | 181 |
|
|
2024
Q2 | $563K | Hold |
2,638
| – | – | 0.13% | 169 |
|
|
2024
Q1 | $562K | Sell |
2,638
-5,308
| -67% | -$1.13M | 0.14% | 164 |
|
|
2023
Q4 | $1.42M | Hold |
7,946
| – | – | 0.39% | 74 |
|
|
2023
Q3 | $1.21M | Buy |
7,946
+5,199
| +189% | +$793K | 0.37% | 79 |
|
|
2023
Q2 | $476K | Buy |
2,747
+1
| +0% | +$173 | 0.15% | 156 |
|
|
2023
Q1 | $448K | Sell |
2,746
-11,027
| -80% | -$1.8M | 0.15% | 151 |
|
|
2022
Q4 | $2.16M | Sell |
13,773
-39
| -0.3% | -$6.12K | 0.91% | 30 |
|
|
2022
Q3 | $2.21M | Buy |
13,812
+105
| +0.8% | +$16.8K | 1.06% | 23 |
|
|
2022
Q2 | $2.1M | Buy |
13,707
+602
| +5% | +$92.1K | 0.93% | 29 |
|
|
2022
Q1 | $2.08M | Buy |
13,105
+10,815
| +472% | +$1.71M | 0.74% | 37 |
|
|
2021
Q4 | $382K | Buy |
2,290
+990
| +76% | +$165K | 0.15% | 146 |
|
|
2021
Q3 | $194K | Buy |
+1,300
| New | +$194K | 0.08% | 204 |
|