HFR Wealth 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 | $13.2M | Buy |
57,571
+372
| +0.7% | +$85.1K | 3.18% | 14 |
|
|
2025
Q1 | $13.2M | Sell |
57,199
-113
| -0.2% | -$26.2K | 3.22% | 15 |
|
|
2024
Q4 | $11.6M | Sell |
57,312
-151
| -0.3% | -$30.5K | 2.86% | 18 |
|
|
2024
Q3 | $11.9M | Buy |
57,463
+562
| +1% | +$117K | 2.9% | 16 |
|
|
2024
Q2 | $12.1M | Sell |
56,901
-809
| -1% | -$173K | 3.09% | 12 |
|
|
2024
Q1 | $12.3M | Buy |
57,710
+129
| +0.2% | +$27.5K | 3.11% | 13 |
|
|
2023
Q4 | $10.3M | Buy |
57,581
+624
| +1% | +$112K | 2.8% | 17 |
|
|
2023
Q3 | $8.68M | Sell |
56,957
-802
| -1% | -$122K | 2.54% | 22 |
|
|
2023
Q2 | $10M | Sell |
57,759
-162
| -0.3% | -$28.1K | 2.79% | 17 |
|
|
2023
Q1 | $9.45M | Buy |
57,921
+191
| +0.3% | +$31.2K | 2.68% | 18 |
|
|
2022
Q4 | $9.06M | Sell |
57,730
-272
| -0.5% | -$42.7K | 2.63% | 20 |
|
|
2022
Q3 | $9.29M | Sell |
58,002
-1,670
| -3% | -$268K | 3.03% | 10 |
|
|
2022
Q2 | $9.13M | Buy |
59,672
+491
| +0.8% | +$75.1K | 2.76% | 17 |
|
|
2022
Q1 | $9.38M | Buy |
59,181
+633
| +1% | +$100K | 2.48% | 22 |
|
|
2021
Q4 | $9.77M | Buy |
58,548
+891
| +2% | +$149K | 2.45% | 23 |
|
|
2021
Q3 | $8.61M | Buy |
57,657
+1,693
| +3% | +$253K | 2.51% | 23 |
|
|
2021
Q2 | $7.84M | Buy |
+55,964
| New | +$7.84M | 2.36% | 28 |
|