KCM Investment 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 | $43.7M | Sell |
191,047
-1,893
| -1% | -$433K | 1.47% | 22 |
|
|
2025
Q1 | $44.7M | Sell |
192,940
-1,836
| -0.9% | -$425K | 1.6% | 15 |
|
|
2024
Q4 | $39.3M | Sell |
194,776
-292
| -0.1% | -$58.9K | 1.36% | 22 |
|
|
2024
Q3 | $40.5M | Sell |
195,068
-2,792
| -1% | -$580K | 1.37% | 18 |
|
|
2024
Q2 | $42.2M | Buy |
197,860
+786
| +0.4% | +$168K | 1.52% | 16 |
|
|
2024
Q1 | $42M | Sell |
197,074
-1,757
| -0.9% | -$375K | 1.55% | 15 |
|
|
2023
Q4 | $35.6M | Buy |
198,831
+10
| +0% | +$1.79K | 1.42% | 17 |
|
|
2023
Q3 | $30.3M | Sell |
198,821
-3,321
| -2% | -$506K | 1.31% | 19 |
|
|
2023
Q2 | $35.1M | Sell |
202,142
-4,786
| -2% | -$830K | 1.41% | 17 |
|
|
2023
Q1 | $33.8M | Sell |
206,928
-4,726
| -2% | -$771K | 1.37% | 16 |
|
|
2022
Q4 | $33.2M | Sell |
211,654
-1,747
| -0.8% | -$274K | 1.43% | 14 |
|
|
2022
Q3 | $34.2M | Sell |
213,401
-178
| -0.1% | -$28.5K | 1.58% | 13 |
|
|
2022
Q2 | $32.7M | Sell |
213,579
-4,656
| -2% | -$712K | 1.43% | 16 |
|
|
2022
Q1 | $34.6M | Sell |
218,235
-2,901
| -1% | -$460K | 1.27% | 20 |
|
|
2021
Q4 | $36.9M | Sell |
221,136
-704
| -0.3% | -$117K | 1.28% | 18 |
|
|
2021
Q3 | $33.1M | Sell |
221,840
-132
| -0.1% | -$19.7K | 1.32% | 16 |
|
|
2021
Q2 | $31.1M | Buy |
221,972
+1,512
| +0.7% | +$212K | 1.26% | 24 |
|
|
2021
Q1 | $28.4M | Buy |
220,460
+908
| +0.4% | +$117K | 1.26% | 23 |
|
|
2020
Q4 | $25.9M | Buy |
219,552
+6,322
| +3% | +$746K | 1.25% | 21 |
|
|
2020
Q3 | $24.1M | Buy |
213,230
+5,701
| +3% | +$645K | 1.34% | 19 |
|
|
2020
Q2 | $22M | Buy |
207,529
+3,256
| +2% | +$345K | 1.24% | 21 |
|
|
2020
Q1 | $18.9M | Buy |
204,273
+433
| +0.2% | +$40.1K | 1.27% | 21 |
|
|
2019
Q4 | $23.2M | Buy |
203,840
+3,721
| +2% | +$424K | 1.26% | 24 |
|
|
2019
Q3 | $23M | Buy |
200,119
+1,482
| +0.7% | +$170K | 1.34% | 23 |
|
|
2019
Q2 | $22.9M | Buy |
198,637
+861
| +0.4% | +$99.3K | 1.37% | 18 |
|
|
2019
Q1 | $20.6M | Sell |
197,776
-1,554
| -0.8% | -$161K | 1.33% | 20 |
|
|
2018
Q4 | $17.7M | Sell |
199,330
-2,149
| -1% | -$191K | 1.17% | 17 |
|
|
2018
Q3 | $18.2M | Sell |
201,479
-543
| -0.3% | -$49.1K | 1.04% | 22 |
|
|
2018
Q2 | $16.4M | Buy |
202,022
+2,651
| +1% | +$216K | 1.01% | 23 |
|
|
2018
Q1 | $16.8M | Sell |
199,371
-2,841
| -1% | -$239K | 1.02% | 25 |
|
|
2017
Q4 | $17.5M | Sell |
202,212
-2,049
| -1% | -$177K | 1.02% | 23 |
|
|
2017
Q3 | $16M | Sell |
204,261
-3,510
| -2% | -$275K | 0.98% | 20 |
|
|
2017
Q2 | $15.2M | Buy |
207,771
+3,602
| +2% | +$264K | 0.96% | 22 |
|
|
2017
Q1 | $14.9M | Buy |
204,169
+8,076
| +4% | +$589K | 0.95% | 21 |
|
|
2016
Q4 | $13.9M | Buy |
196,093
+876
| +0.4% | +$62.1K | 0.94% | 21 |
|
|
2016
Q3 | $12.4M | Buy |
195,217
+7,803
| +4% | +$498K | 0.85% | 24 |
|
|
2016
Q2 | $12.4M | Buy |
187,414
+3,355
| +2% | +$222K | 0.87% | 24 |
|
|
2016
Q1 | $10.9M | Buy |
184,059
+8,281
| +5% | +$489K | 0.8% | 27 |
|
|
2015
Q4 | $9.38M | Buy |
175,778
+5,460
| +3% | +$291K | 0.74% | 30 |
|
|
2015
Q3 | $8.48M | Buy |
170,318
+8,588
| +5% | +$428K | 0.7% | 32 |
|
|
2015
Q2 | $7.5M | Buy |
161,730
+9,126
| +6% | +$423K | 0.6% | 44 |
|
|
2015
Q1 | $8.28M | Buy |
152,604
+8,151
| +6% | +$442K | 0.66% | 38 |
|
|
2014
Q4 | $7.41M | Buy |
144,453
+9,922
| +7% | +$509K | 0.62% | 38 |
|
|
2014
Q3 | $6.39M | Buy |
134,531
+5,127
| +4% | +$244K | 0.59% | 41 |
|
|
2014
Q2 | $5.79M | Buy |
129,404
+7,057
| +6% | +$316K | 0.54% | 47 |
|
|
2014
Q1 | $5.15M | Buy |
122,347
+5,652
| +5% | +$238K | 0.53% | 51 |
|
|
2013
Q4 | $5.24M | Buy |
116,695
+7,077
| +6% | +$318K | 0.57% | 45 |
|
|
2013
Q3 | $4.52M | Buy |
109,618
+5,302
| +5% | +$219K | 0.54% | 44 |
|
|
2013
Q2 | $4.21M | Buy |
+104,316
| New | +$4.21M | 0.51% | 51 |
|