Lakeside 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 | $4.31M | Sell |
18,853
-729
| -4% | -$167K | 2.78% | 9 |
|
|
2025
Q1 | $4.53M | Sell |
19,582
-300
| -2% | -$69.5K | 3% | 7 |
|
|
2024
Q4 | $4.01M | Sell |
19,882
-299
| -1% | -$60.3K | 2.65% | 8 |
|
|
2024
Q3 | $4.19M | Hold |
20,181
| – | – | 2.63% | 9 |
|
|
2024
Q2 | $4.31M | Sell |
20,181
-770
| -4% | -$164K | 2.8% | 7 |
|
|
2024
Q1 | $4.47M | Sell |
20,951
-342
| -2% | -$72.9K | 2.86% | 8 |
|
|
2023
Q4 | $3.81M | Sell |
21,293
-275
| -1% | -$49.3K | 2.65% | 10 |
|
|
2023
Q3 | $3.29M | Sell |
21,568
-450
| -2% | -$68.6K | 2.52% | 11 |
|
|
2023
Q2 | $3.82M | Sell |
22,018
-100
| -0.5% | -$17.3K | 2.81% | 9 |
|
|
2023
Q1 | $3.61M | Sell |
22,118
-100
| -0.5% | -$16.3K | 2.79% | 11 |
|
|
2022
Q4 | $3.49M | Sell |
22,218
-550
| -2% | -$86.3K | 2.86% | 12 |
|
|
2022
Q3 | $3.65M | Hold |
22,768
| – | – | 3.26% | 9 |
|
|
2022
Q2 | $3.48M | Buy |
22,768
+250
| +1% | +$38.2K | 2.96% | 10 |
|
|
2022
Q1 | $3.57M | Sell |
22,518
-350
| -2% | -$55.5K | 2.69% | 10 |
|
|
2021
Q4 | $3.82M | Buy |
+22,868
| New | +$3.82M | 2.81% | 10 |
|