Keebeck Wealth 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 | $4.26M | Sell |
18,606
-38
| -0.2% | -$8.7K | 0.56% | 50 |
|
|
2025
Q1 | $4.32M | Sell |
18,644
-170
| -0.9% | -$39.4K | 0.64% | 46 |
|
|
2024
Q4 | $3.8M | Buy |
18,814
+2,758
| +17% | +$557K | 0.55% | 54 |
|
|
2024
Q3 | $3.33M | Hold |
16,056
| – | – | 0.48% | 61 |
|
|
2024
Q2 | $3.43M | Buy |
16,056
+50
| +0.3% | +$10.7K | 0.5% | 57 |
|
|
2024
Q1 | $3.41M | Sell |
16,006
-120
| -0.7% | -$25.6K | 0.5% | 58 |
|
|
2023
Q4 | $2.89M | Buy |
16,126
+3,180
| +25% | +$570K | 0.48% | 62 |
|
|
2023
Q3 | $1.97M | Hold |
12,946
| – | – | 0.34% | 78 |
|
|
2023
Q2 | $2.25M | Buy |
12,946
+30
| +0.2% | +$5.2K | 0.31% | 81 |
|
|
2023
Q1 | $2.11M | Hold |
12,916
| – | – | 0.34% | 74 |
|
|
2022
Q4 | $2.03M | Buy |
12,916
+3,342
| +35% | +$524K | 0.36% | 68 |
|
|
2022
Q3 | $1.53M | Sell |
9,574
-235
| -2% | -$37.7K | 0.3% | 77 |
|
|
2022
Q2 | $1.5M | Buy |
9,809
+284
| +3% | +$43.5K | 0.29% | 81 |
|
|
2022
Q1 | $1.51M | Buy |
9,525
+1,750
| +23% | +$277K | 0.25% | 95 |
|
|
2021
Q4 | $1.3M | Buy |
7,775
+2,204
| +40% | +$368K | 0.23% | 92 |
|
|
2021
Q3 | $832K | Hold |
5,571
| – | – | 0.16% | 114 |
|
|
2021
Q2 | $781K | Hold |
5,571
| – | – | 0.11% | 132 |
|
|
2021
Q1 | $719K | Hold |
5,571
| – | – | 0.11% | 134 |
|
|
2020
Q4 | $657K | Hold |
5,571
| – | – | 0.11% | 130 |
|
|
2020
Q3 | $630K | Buy |
5,571
+3,820
| +218% | +$432K | 0.13% | 118 |
|
|
2020
Q2 | $185K | Buy |
+1,751
| New | +$185K | 0.06% | 157 |
|
|
2020
Q1 | – | Sell |
-1,751
| Closed | -$199K | – | 330 |
|
|
2019
Q4 | $199K | Buy |
+1,751
| New | +$199K | 0.06% | 143 |
|