Karpas Strategies’s Waste Management WM Stock Holding History

Karpas Strategies’s Portfolio WM Stock Details WM Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$1.88M	Buy
2024 Q1	$1.87M	Buy
2023 Q4	$1.57M	Sell
2023 Q3	$1.41M	Sell
2023 Q2	$1.64M	Buy
2023 Q1	$1.54M	Sell
2022 Q4	$1.52M	Sell
2022 Q3	$1.61M	Sell
2022 Q2	$1.57M	Sell
2022 Q1	$1.65M	Hold
2021 Q4	$1.74M	Hold
2021 Q3	$1.68M	Sell
2021 Q2	$1.47M	Sell
2021 Q1	$1.43M	Sell
2020 Q4	$1.33M	Hold
2020 Q3	$1.28M	Hold
2020 Q2	$1.2M	Hold
2020 Q1	$1.04M	Hold
2019 Q4	$1.29M	Hold
2019 Q3	$1.3M	Hold
2019 Q2	$1.3M	Hold
2019 Q1	$1.17M	Sell
2018 Q4	$1.04M	Hold
2018 Q3	$1.06M	Hold
2018 Q2	$952K	Hold
2018 Q1	$984K	Hold
2017 Q4	$1.01M	Hold
2017 Q3	$916K	Hold
2017 Q2	$858K	Hold
2017 Q1	$853K	Hold
2016 Q4	$830K	Hold
2016 Q3	$746K	Hold
2016 Q2	$775K	Hold
2016 Q1	$690K	Hold
2015 Q4	$624K	Hold
2015 Q3	$583K	Hold
2015 Q2	$542K	Hold
2015 Q1	$634K	Hold
2014 Q4	$600K	Hold
2014 Q3	$556K	Hold
2014 Q2	$523K	Hold
2014 Q1	$492K	Hold
2013 Q4	$525K	Hold
2013 Q3	$483K	Hold
2013 Q2	$472K	Buy