LRPA
L. Roy Papp & Associates’s Waste Management WM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.94M | Buy |
12,852
+450
| +4% | +$103K | 0.35% | 52 |
|
|
2025
Q1 | $2.87M | Buy |
12,402
+555
| +5% | +$128K | 0.35% | 53 |
|
|
2024
Q4 | $2.39M | Hold |
11,847
| – | – | 0.28% | 59 |
|
|
2024
Q3 | $2.46M | Hold |
11,847
| – | – | 0.3% | 61 |
|
|
2024
Q2 | $2.53M | Hold |
11,847
| – | – | 0.31% | 59 |
|
|
2024
Q1 | $2.53M | Buy |
11,847
+318
| +3% | +$67.8K | 0.3% | 60 |
|
|
2023
Q4 | $2.06M | Hold |
11,529
| – | – | 0.26% | 67 |
|
|
2023
Q3 | $1.76M | Hold |
11,529
| – | – | 0.24% | 70 |
|
|
2023
Q2 | $2M | Sell |
11,529
-206
| -2% | -$35.7K | 0.26% | 67 |
|
|
2023
Q1 | $1.91M | Hold |
11,735
| – | – | 0.26% | 71 |
|
|
2022
Q4 | $1.84M | Hold |
11,735
| – | – | 0.26% | 72 |
|
|
2022
Q3 | $1.88M | Sell |
11,735
-200
| -2% | -$32K | 0.28% | 68 |
|
|
2022
Q2 | $1.83M | Hold |
11,935
| – | – | 0.26% | 72 |
|
|
2022
Q1 | $1.89M | Buy |
11,935
+1,256
| +12% | +$199K | 0.24% | 75 |
|
|
2021
Q4 | $1.78M | Hold |
10,679
| – | – | 0.2% | 81 |
|
|
2021
Q3 | $1.6M | Hold |
10,679
| – | – | 0.2% | 81 |
|
|
2021
Q2 | $1.5M | Hold |
10,679
| – | – | 0.19% | 84 |
|
|
2021
Q1 | $1.38M | Hold |
10,679
| – | – | 0.2% | 83 |
|
|
2020
Q4 | $1.26M | Hold |
10,679
| – | – | 0.15% | 91 |
|
|
2020
Q3 | $1.21M | Hold |
10,679
| – | – | 0.16% | 87 |
|
|
2020
Q2 | $1.13M | Hold |
10,679
| – | – | 0.16% | 91 |
|
|
2020
Q1 | $988K | Buy |
10,679
+110
| +1% | +$10.2K | 0.18% | 88 |
|
|
2019
Q4 | $1.2M | Sell |
10,569
-200
| -2% | -$22.8K | 0.17% | 89 |
|
|
2019
Q3 | $1.24M | Hold |
10,769
| – | – | 0.19% | 88 |
|
|
2019
Q2 | $1.24M | Buy |
10,769
+220
| +2% | +$25.4K | 0.19% | 87 |
|
|
2019
Q1 | $1.1M | Sell |
10,549
-435
| -4% | -$45.2K | 0.2% | 79 |
|
|
2018
Q4 | $977K | Sell |
10,984
-478
| -4% | -$42.5K | 0.2% | 82 |
|
|
2018
Q3 | $1.04M | Sell |
11,462
-598
| -5% | -$54.1K | 0.18% | 84 |
|
|
2018
Q2 | $981K | Buy |
12,060
+3
| +0% | +$244 | 0.19% | 83 |
|
|
2018
Q1 | $1.01M | Buy |
12,057
+4,268
| +55% | +$359K | 0.19% | 87 |
|
|
2017
Q4 | $672K | Buy |
7,789
+3
| +0% | +$259 | 0.13% | 100 |
|
|
2017
Q3 | $609K | Buy |
7,786
+2
| +0% | +$156 | 0.13% | 92 |
|
|
2017
Q2 | $571K | Buy |
7,784
+3
| +0% | +$220 | 0.12% | 101 |
|
|
2017
Q1 | $567K | Hold |
7,781
| – | – | 0.13% | 94 |
|
|
2016
Q4 | $552K | Buy |
7,781
+5
| +0.1% | +$355 | 0.13% | 101 |
|
|
2016
Q3 | $496K | Buy |
7,776
+3
| +0% | +$191 | 0.12% | 104 |
|
|
2016
Q2 | $515K | Buy |
7,773
+3
| +0% | +$199 | 0.12% | 109 |
|
|
2016
Q1 | $458K | Buy |
7,770
+753
| +11% | +$44.4K | 0.11% | 113 |
|
|
2015
Q4 | $374K | Buy |
7,017
+3
| +0% | +$160 | 0.09% | 113 |
|
|
2015
Q3 | $349K | Buy |
7,014
+4
| +0.1% | +$199 | 0.09% | 116 |
|
|
2015
Q2 | $325K | Buy |
7,010
+3
| +0% | +$139 | 0.07% | 121 |
|
|
2015
Q1 | $380K | Buy |
7,007
+3
| +0% | +$163 | 0.08% | 118 |
|
|
2014
Q4 | $359K | Buy |
+7,004
| New | +$359K | 0.08% | 122 |
|
|
2014
Q1 | – | Sell |
-8,256
| Closed | -$370K | – | 140 |
|
|
2013
Q4 | $370K | Buy |
8,256
+4
| +0% | +$179 | 0.08% | 114 |
|
|
2013
Q3 | $340K | Buy |
8,252
+3
| +0% | +$124 | 0.08% | 114 |
|
|
2013
Q2 | $333K | Buy |
+8,249
| New | +$333K | 0.08% | 111 |
|