Kathmere Capital Management’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 | $1.99M | Buy |
8,697
+11
| +0.1% | +$2.52K | 0.15% | 101 |
|
|
2025
Q1 | $2.01M | Buy |
8,686
+1,230
| +16% | +$285K | 0.17% | 88 |
|
|
2024
Q4 | $1.5M | Buy |
7,456
+195
| +3% | +$39.4K | 0.13% | 100 |
|
|
2024
Q3 | $1.51M | Buy |
7,261
+178
| +3% | +$37K | 0.14% | 91 |
|
|
2024
Q2 | $1.51M | Buy |
7,083
+1,366
| +24% | +$291K | 0.16% | 81 |
|
|
2024
Q1 | $1.22M | Buy |
5,717
+454
| +9% | +$96.8K | 0.14% | 84 |
|
|
2023
Q4 | $943K | Buy |
5,263
+1,517
| +40% | +$272K | 0.12% | 90 |
|
|
2023
Q3 | $571K | Sell |
3,746
-223
| -6% | -$34K | 0.08% | 119 |
|
|
2023
Q2 | $688K | Buy |
3,969
+351
| +10% | +$60.9K | 0.11% | 94 |
|
|
2023
Q1 | $590K | Buy |
3,618
+1,309
| +57% | +$214K | 0.1% | 103 |
|
|
2022
Q4 | $362K | Sell |
2,309
-1,545
| -40% | -$242K | 0.06% | 124 |
|
|
2022
Q3 | $617K | Buy |
3,854
+2,376
| +161% | +$380K | 0.12% | 77 |
|
|
2022
Q2 | $226K | Buy |
+1,478
| New | +$226K | 0.04% | 154 |
|
|
2021
Q1 | – | Sell |
-46
| Closed | -$5K | – | 414 |
|
|
2020
Q4 | $5K | Buy |
+46
| New | +$5K | ﹤0.01% | 354 |
|