Jackson Grant Investment Advisers’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 | $96.6K | Buy |
422
+1
| +0.2% | +$229 | 0.04% | 147 |
|
|
2025
Q1 | $97.5K | Hold |
421
| – | – | 0.04% | 144 |
|
|
2024
Q4 | $85K | Buy |
421
+312
| +286% | +$63K | 0.03% | 148 |
|
|
2024
Q3 | $22.6K | Hold |
109
| – | – | 0.01% | 221 |
|
|
2024
Q2 | $23.3K | Hold |
109
| – | – | 0.01% | 221 |
|
|
2024
Q1 | $23.2K | Hold |
109
| – | – | 0.01% | 217 |
|
|
2023
Q4 | $19.5K | Hold |
109
| – | – | 0.01% | 220 |
|
|
2023
Q3 | $16.6K | Hold |
109
| – | – | 0.01% | 231 |
|
|
2023
Q2 | $18.9K | Hold |
109
| – | – | 0.01% | 228 |
|
|
2023
Q1 | $17.8K | Buy |
109
+72
| +195% | +$11.7K | 0.01% | 265 |
|
|
2022
Q4 | $5.81K | Hold |
37
| – | – | ﹤0.01% | 303 |
|
|
2022
Q3 | $6K | Hold |
37
| – | – | ﹤0.01% | 319 |
|
|
2022
Q2 | $6K | Hold |
37
| – | – | ﹤0.01% | 331 |
|
|
2022
Q1 | $6K | Buy |
+37
| New | +$6K | ﹤0.01% | 339 |
|
|
2021
Q4 | – | Sell |
-37
| Closed | -$6K | – | 347 |
|
|
2021
Q3 | $6K | Hold |
37
| – | – | ﹤0.01% | 340 |
|
|
2021
Q2 | $5K | Hold |
37
| – | – | ﹤0.01% | 358 |
|
|
2021
Q1 | $5K | Hold |
37
| – | – | ﹤0.01% | 354 |
|
|
2020
Q4 | $4K | Hold |
37
| – | – | ﹤0.01% | 327 |
|
|
2020
Q3 | $4K | Hold |
37
| – | – | ﹤0.01% | 214 |
|
|
2020
Q2 | $4K | Hold |
37
| – | – | ﹤0.01% | 213 |
|
|
2020
Q1 | $3K | Hold |
37
| – | – | ﹤0.01% | 208 |
|
|
2019
Q4 | $4K | Hold |
37
| – | – | ﹤0.01% | 214 |
|
|
2019
Q3 | $4K | Hold |
37
| – | – | ﹤0.01% | 216 |
|
|
2019
Q2 | $4K | Hold |
37
| – | – | ﹤0.01% | 218 |
|
|
2019
Q1 | $4K | Buy |
+37
| New | +$4K | ﹤0.01% | 217 |
|