J.W. Coons 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 | $1.04M | Hold |
4,550
| – | – | 0.24% | 98 |
|
|
2025
Q1 | $1.05M | Hold |
4,550
| – | – | 0.28% | 89 |
|
|
2024
Q4 | $918K | Hold |
4,550
| – | – | 0.24% | 98 |
|
|
2024
Q3 | $945K | Hold |
4,550
| – | – | 0.24% | 100 |
|
|
2024
Q2 | $971K | Hold |
4,550
| – | – | 0.23% | 95 |
|
|
2024
Q1 | $970K | Hold |
4,550
| – | – | 0.22% | 92 |
|
|
2023
Q4 | $815K | Hold |
4,550
| – | – | 0.22% | 107 |
|
|
2023
Q3 | $694K | Hold |
4,550
| – | – | 0.2% | 114 |
|
|
2023
Q2 | $789K | Hold |
4,550
| – | – | 0.22% | 102 |
|
|
2023
Q1 | $742K | Hold |
4,550
| – | – | 0.21% | 110 |
|
|
2022
Q4 | $714K | Hold |
4,550
| – | – | 0.21% | 112 |
|
|
2022
Q3 | $729K | Hold |
4,550
| – | – | 0.28% | 101 |
|
|
2022
Q2 | $696K | Hold |
4,550
| – | – | 0.25% | 109 |
|
|
2022
Q1 | $726K | Buy |
4,550
+1,000
| +28% | +$160K | 0.22% | 121 |
|
|
2021
Q4 | $593K | Hold |
3,550
| – | – | 0.18% | 133 |
|
|
2021
Q3 | $529K | Hold |
3,550
| – | – | 0.18% | 135 |
|
|
2021
Q2 | $497K | Hold |
3,550
| – | – | 0.18% | 141 |
|
|
2021
Q1 | $458K | Sell |
3,550
-595
| -14% | -$76.8K | 0.16% | 143 |
|
|
2020
Q4 | $487K | Sell |
4,145
-100
| -2% | -$11.7K | 0.19% | 127 |
|
|
2020
Q3 | $481K | Hold |
4,245
| – | – | 0.2% | 121 |
|
|
2020
Q2 | $450K | Buy |
4,245
+250
| +6% | +$26.5K | 0.2% | 124 |
|
|
2020
Q1 | $370K | Buy |
+3,995
| New | +$370K | 0.19% | 127 |
|