Inlet Private Wealth’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 | $9.13M | Sell |
39,881
-300
| -0.7% | -$68.6K | 2.24% | 7 |
|
|
2025
Q1 | $9.3M | Hold |
40,181
| – | – | 2.42% | 7 |
|
|
2024
Q4 | $8.11M | Hold |
40,181
| – | – | 2.14% | 8 |
|
|
2024
Q3 | $8.34M | Hold |
40,181
| – | – | 2.12% | 8 |
|
|
2024
Q2 | $8.57M | Hold |
40,181
| – | – | 2.35% | 8 |
|
|
2024
Q1 | $8.56M | Sell |
40,181
-525
| -1% | -$112K | 2.39% | 6 |
|
|
2023
Q4 | $7.29M | Hold |
40,706
| – | – | 2.23% | 10 |
|
|
2023
Q3 | $6.21M | Sell |
40,706
-3,711
| -8% | -$566K | 2.04% | 10 |
|
|
2023
Q2 | $7.7M | Sell |
44,417
-200
| -0.4% | -$34.7K | 1.94% | 10 |
|
|
2023
Q1 | $7.28M | Sell |
44,617
-1,220
| -3% | -$199K | 1.89% | 12 |
|
|
2022
Q4 | $7.19M | Buy |
45,837
+1,629
| +4% | +$256K | 1.85% | 13 |
|
|
2022
Q3 | $7.08M | Sell |
44,208
-95
| -0.2% | -$15.2K | 2.11% | 7 |
|
|
2022
Q2 | $6.78M | Sell |
44,303
-104
| -0.2% | -$15.9K | 1.94% | 14 |
|
|
2022
Q1 | $7.04M | Sell |
44,407
-243
| -0.5% | -$38.5K | 1.76% | 11 |
|
|
2021
Q4 | $7.45M | Buy |
44,650
+5
| +0% | +$834 | 1.81% | 13 |
|
|
2021
Q3 | $6.67M | Hold |
44,645
| – | – | 1.79% | 12 |
|
|
2021
Q2 | $6.26M | Buy |
44,645
+6
| +0% | +$841 | 1.64% | 15 |
|
|
2021
Q1 | $5.76M | Buy |
44,639
+7
| +0% | +$903 | 1.65% | 15 |
|
|
2020
Q4 | $5.26M | Hold |
44,632
| – | – | 1.72% | 13 |
|
|
2020
Q3 | $5.05M | Hold |
44,632
| – | – | 1.97% | 12 |
|
|
2020
Q2 | $4.73M | Hold |
44,632
| – | – | 1.89% | 13 |
|
|
2020
Q1 | $4.13M | Sell |
44,632
-300
| -0.7% | -$27.8K | 1.92% | 12 |
|
|
2019
Q4 | $5.12M | Hold |
44,932
| – | – | 1.7% | 14 |
|
|
2019
Q3 | $5.17M | Buy |
44,932
+374
| +0.8% | +$43K | 1.91% | 12 |
|
|
2019
Q2 | $5.25M | Buy |
44,558
+122
| +0.3% | +$14.4K | 1.89% | 11 |
|
|
2019
Q1 | $4.62M | Buy |
44,436
+11,265
| +34% | +$1.17M | 1.86% | 10 |
|
|
2018
Q4 | $2.95M | Buy |
+33,171
| New | +$2.95M | 1.59% | 10 |
|