Investment House LLC’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 | $30.8M | Sell |
134,446
-669
| -0.5% | -$153K | 1.56% | 17 |
|
|
2025
Q1 | $31.3M | Buy |
135,115
+330
| +0.2% | +$76.4K | 1.78% | 13 |
|
|
2024
Q4 | $27.2M | Buy |
134,785
+297
| +0.2% | +$59.9K | 1.48% | 15 |
|
|
2024
Q3 | $27.9M | Buy |
134,488
+1,811
| +1% | +$376K | 1.51% | 17 |
|
|
2024
Q2 | $28.3M | Buy |
132,677
+728
| +0.6% | +$155K | 1.61% | 15 |
|
|
2024
Q1 | $28.1M | Buy |
131,949
+11,515
| +10% | +$2.45M | 1.65% | 13 |
|
|
2023
Q4 | $21.6M | Sell |
120,434
-944
| -0.8% | -$169K | 1.53% | 15 |
|
|
2023
Q3 | $18.5M | Sell |
121,378
-14,859
| -11% | -$2.27M | 1.46% | 18 |
|
|
2023
Q2 | $23.6M | Buy |
136,237
+289
| +0.2% | +$50.1K | 1.77% | 12 |
|
|
2023
Q1 | $22.2M | Buy |
135,948
+53
| +0% | +$8.65K | 1.82% | 13 |
|
|
2022
Q4 | $21.3M | Buy |
135,895
+1,982
| +1% | +$311K | 2% | 11 |
|
|
2022
Q3 | $21.5M | Buy |
133,913
+1,564
| +1% | +$251K | 2% | 12 |
|
|
2022
Q2 | $20.2M | Buy |
132,349
+4,865
| +4% | +$744K | 1.78% | 12 |
|
|
2022
Q1 | $20.2M | Buy |
127,484
+973
| +0.8% | +$154K | 1.47% | 19 |
|
|
2021
Q4 | $21.1M | Sell |
126,511
-310
| -0.2% | -$51.7K | 1.36% | 20 |
|
|
2021
Q3 | $18.9M | Buy |
126,821
+40
| +0% | +$5.97K | 1.38% | 16 |
|
|
2021
Q2 | $17.8M | Buy |
126,781
+700
| +0.6% | +$98.1K | 1.25% | 19 |
|
|
2021
Q1 | $16.3M | Sell |
126,081
-540
| -0.4% | -$69.7K | 1.26% | 20 |
|
|
2020
Q4 | $14.9M | Buy |
126,621
+635
| +0.5% | +$74.9K | 1.05% | 23 |
|
|
2020
Q3 | $14.3M | Buy |
125,986
+245
| +0.2% | +$27.7K | 1.12% | 22 |
|
|
2020
Q2 | $13.3M | Buy |
125,741
+225
| +0.2% | +$23.8K | 1.17% | 22 |
|
|
2020
Q1 | $11.6M | Sell |
125,516
-235
| -0.2% | -$21.8K | 1.32% | 21 |
|
|
2019
Q4 | $14.3M | Buy |
125,751
+620
| +0.5% | +$70.7K | 1.33% | 21 |
|
|
2019
Q3 | $14.4M | Sell |
125,131
-100
| -0.1% | -$11.5K | 1.45% | 20 |
|
|
2019
Q2 | $14.4M | Sell |
125,231
-775
| -0.6% | -$89.4K | 1.51% | 19 |
|
|
2019
Q1 | $13.1M | Hold |
126,006
| – | – | 1.42% | 21 |
|
|
2018
Q4 | $11.2M | Buy |
126,006
+413
| +0.3% | +$36.8K | 1.4% | 21 |
|
|
2018
Q3 | $11.3M | Buy |
125,593
+2,540
| +2% | +$230K | 1.21% | 23 |
|
|
2018
Q2 | $10M | Buy |
123,053
+2,315
| +2% | +$188K | 1.16% | 24 |
|
|
2018
Q1 | $10.2M | Buy |
120,738
+133
| +0.1% | +$11.2K | 1.24% | 23 |
|
|
2017
Q4 | $10.4M | Buy |
120,605
+16,915
| +16% | +$1.46M | 1.27% | 22 |
|
|
2017
Q3 | $8.12M | Buy |
103,690
+7,500
| +8% | +$587K | 1.06% | 30 |
|
|
2017
Q2 | $7.06M | Buy |
96,190
+1,085
| +1% | +$79.6K | 0.95% | 35 |
|
|
2017
Q1 | $6.94M | Buy |
95,105
+4,115
| +5% | +$300K | 0.97% | 33 |
|
|
2016
Q4 | $6.45M | Buy |
90,990
+33,405
| +58% | +$2.37M | 0.98% | 36 |
|
|
2016
Q3 | $3.67M | Buy |
57,585
+45,202
| +365% | +$2.88M | 0.55% | 59 |
|
|
2016
Q2 | $821K | Buy |
12,383
+58
| +0.5% | +$3.85K | 0.13% | 109 |
|
|
2016
Q1 | $727K | Hold |
12,325
| – | – | 0.12% | 116 |
|
|
2015
Q4 | $658K | Hold |
12,325
| – | – | 0.11% | 112 |
|
|
2015
Q3 | $614K | Sell |
12,325
-100
| -0.8% | -$4.98K | 0.11% | 114 |
|
|
2015
Q2 | $575K | Hold |
12,425
| – | – | 0.09% | 121 |
|
|
2015
Q1 | $673K | Hold |
12,425
| – | – | 0.11% | 112 |
|
|
2014
Q4 | $638K | Hold |
12,425
| – | – | 0.1% | 114 |
|
|
2014
Q3 | $591K | Hold |
12,425
| – | – | 0.1% | 116 |
|
|
2014
Q2 | $556K | Hold |
12,425
| – | – | 0.1% | 116 |
|
|
2014
Q1 | $522K | Hold |
12,425
| – | – | 0.09% | 118 |
|
|
2013
Q4 | $558K | Sell |
12,425
-50
| -0.4% | -$2.25K | 0.1% | 114 |
|
|
2013
Q3 | $514K | Buy |
12,475
+200
| +2% | +$8.24K | 0.1% | 106 |
|
|
2013
Q2 | $495K | Buy |
+12,275
| New | +$495K | 0.11% | 104 |
|