L.M. Kohn & Company’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 | – | Sell |
-4,642
| Closed | -$1.07M | – | 308 |
|
|
2025
Q1 | $1.07M | Sell |
4,642
-45
| -1% | -$10.4K | 0.28% | 70 |
|
|
2024
Q4 | $946K | Sell |
4,687
-254
| -5% | -$51.3K | 0.24% | 80 |
|
|
2024
Q3 | $1.03M | Sell |
4,941
-148
| -3% | -$30.7K | 0.26% | 84 |
|
|
2024
Q2 | $1.09M | Sell |
5,089
-354
| -7% | -$75.5K | 0.29% | 65 |
|
|
2024
Q1 | $1.16M | Sell |
5,443
-309
| -5% | -$65.9K | 0.33% | 59 |
|
|
2023
Q4 | $1.03M | Sell |
5,752
-197
| -3% | -$35.3K | 0.33% | 62 |
|
|
2023
Q3 | $907K | Sell |
5,949
-315
| -5% | -$48K | 0.33% | 65 |
|
|
2023
Q2 | $1.09M | Sell |
6,264
-171
| -3% | -$29.7K | 0.41% | 52 |
|
|
2023
Q1 | $1.05M | Sell |
6,435
-178
| -3% | -$29K | 0.44% | 51 |
|
|
2022
Q4 | $1.04M | Sell |
6,613
-252
| -4% | -$39.5K | 0.49% | 49 |
|
|
2022
Q3 | $1.1M | Sell |
6,865
-1,040
| -13% | -$167K | 0.54% | 45 |
|
|
2022
Q2 | $1.21M | Buy |
7,905
+579
| +8% | +$88.6K | 0.57% | 44 |
|
|
2022
Q1 | $1.16M | Buy |
+7,326
| New | +$1.16M | 0.45% | 52 |
|