Kavar Capital Partners Group’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 | $1.73M | Buy |
7,544
+1,705
| +29% | +$390K | 0.25% | 86 |
|
|
2025
Q1 | $1.35M | Buy |
5,839
+478
| +9% | +$111K | 0.23% | 83 |
|
|
2024
Q4 | $1.08M | Buy |
5,361
+1,559
| +41% | +$315K | 0.18% | 89 |
|
|
2024
Q3 | $789K | Buy |
3,802
+2,772
| +269% | +$575K | 0.12% | 101 |
|
|
2024
Q2 | $220K | Buy |
1,030
+80
| +8% | +$17.1K | 0.04% | 153 |
|
|
2024
Q1 | $202K | Buy |
+950
| New | +$202K | 0.04% | 157 |
|
|
2019
Q3 | – | Sell |
-1,025
| Closed | -$118K | – | 460 |
|
|
2019
Q2 | $118K | Buy |
+1,025
| New | +$118K | 0.05% | 154 |
|
|
2018
Q3 | – | Sell |
-500
| Closed | -$41K | – | 387 |
|
|
2018
Q2 | $41K | Hold |
500
| – | – | 0.02% | 201 |
|
|
2018
Q1 | $42K | Buy |
+500
| New | +$42K | 0.02% | 202 |
|
|
2016
Q1 | – | Sell |
-400
| Closed | -$21K | – | 399 |
|
|
2015
Q4 | $21K | Hold |
400
| – | – | 0.01% | 223 |
|
|
2015
Q3 | $19K | Hold |
400
| – | – | 0.01% | 235 |
|
|
2015
Q2 | $18K | Buy |
+400
| New | +$18K | 0.01% | 257 |
|
|
2014
Q2 | – | Sell |
-400
| Closed | -$16K | – | 447 |
|
|
2014
Q1 | $16K | Hold |
400
| – | – | 0.01% | 281 |
|
|
2013
Q4 | $17K | Buy |
+400
| New | +$17K | 0.02% | 256 |
|