Kennedy Investment 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 | $932K | Sell |
4,071
-2
| -0% | -$458 | 0.4% | 58 |
|
|
2025
Q1 | $943K | Sell |
4,073
-18
| -0.4% | -$4.17K | 0.44% | 57 |
|
|
2024
Q4 | $825K | Sell |
4,091
-22
| -0.5% | -$4.44K | 0.37% | 67 |
|
|
2024
Q3 | $854K | Sell |
4,113
-28
| -0.7% | -$5.81K | 0.39% | 66 |
|
|
2024
Q2 | $884K | Buy |
4,141
+9
| +0.2% | +$1.92K | 0.45% | 55 |
|
|
2024
Q1 | $881K | Buy |
4,132
+64
| +2% | +$13.6K | 0.47% | 60 |
|
|
2023
Q4 | $728K | Buy |
4,068
+71
| +2% | +$12.7K | 0.41% | 67 |
|
|
2023
Q3 | $609K | Buy |
3,997
+119
| +3% | +$18.1K | 0.37% | 71 |
|
|
2023
Q2 | $673K | Buy |
3,878
+131
| +3% | +$22.7K | 0.39% | 67 |
|
|
2023
Q1 | $611K | Buy |
3,747
+112
| +3% | +$18.3K | 0.37% | 68 |
|
|
2022
Q4 | $570K | Buy |
+3,635
| New | +$570K | 0.36% | 70 |
|