Laurie J. Hall Trustee’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 | $5.84M | Sell |
25,538
-40
| -0.2% | -$9.15K | 1.93% | 15 |
|
|
2025
Q1 | $5.92M | Sell |
25,578
-777
| -3% | -$180K | 2.11% | 13 |
|
|
2024
Q4 | $5.32M | Buy |
26,355
+120
| +0.5% | +$24.2K | 1.75% | 16 |
|
|
2024
Q3 | $5.45M | Sell |
26,235
-100
| -0.4% | -$20.8K | 1.73% | 18 |
|
|
2024
Q2 | $5.62M | Sell |
26,335
-45
| -0.2% | -$9.6K | 1.96% | 14 |
|
|
2024
Q1 | $5.62M | Sell |
26,380
-115
| -0.4% | -$24.5K | 1.98% | 13 |
|
|
2023
Q4 | $4.75M | Sell |
26,495
-285
| -1% | -$51K | 1.82% | 16 |
|
|
2023
Q3 | $4.08M | Buy |
26,780
+250
| +0.9% | +$38.1K | 1.74% | 18 |
|
|
2023
Q2 | $4.6M | Sell |
26,530
-240
| -0.9% | -$41.6K | 1.83% | 17 |
|
|
2023
Q1 | $4.37M | Sell |
26,770
-70
| -0.3% | -$11.4K | 1.86% | 18 |
|
|
2022
Q4 | $4.21M | Sell |
26,840
-1,360
| -5% | -$213K | 1.9% | 15 |
|
|
2022
Q3 | $4.52M | Sell |
28,200
-475
| -2% | -$76.1K | 2.23% | 11 |
|
|
2022
Q2 | $4.39M | Sell |
28,675
-135
| -0.5% | -$20.7K | 2.05% | 13 |
|
|
2022
Q1 | $4.57M | Buy |
28,810
+710
| +3% | +$113K | 1.76% | 17 |
|
|
2021
Q4 | $4.69M | Sell |
28,100
-225
| -0.8% | -$37.5K | 1.66% | 20 |
|
|
2021
Q3 | $4.23M | Hold |
28,325
| – | – | 1.63% | 21 |
|
|
2021
Q2 | $3.97M | Buy |
28,325
+525
| +2% | +$73.6K | 1.5% | 22 |
|
|
2021
Q1 | $3.59M | Buy |
27,800
+1,213
| +5% | +$156K | 1.38% | 24 |
|
|
2020
Q4 | $3.14M | Buy |
26,587
+405
| +2% | +$47.8K | 1.27% | 26 |
|
|
2020
Q3 | $2.96M | Buy |
+26,182
| New | +$2.96M | 1.33% | 24 |
|
|
2019
Q4 | $2.61M | Buy |
22,882
+350
| +2% | +$39.9K | 1.2% | 27 |
|
|
2019
Q3 | $2.59M | Buy |
22,532
+125
| +0.6% | +$14.4K | 1.32% | 23 |
|
|
2019
Q2 | $2.59M | Buy |
22,407
+4,325
| +24% | +$499K | 1.34% | 22 |
|
|
2019
Q1 | $1.88M | Buy |
18,082
+252
| +1% | +$26.2K | 0.99% | 31 |
|
|
2018
Q4 | $1.76M | Sell |
17,830
-2,225
| -11% | -$220K | 0.97% | 33 |
|
|
2018
Q3 | $1.81M | Buy |
20,055
+575
| +3% | +$52K | 0.96% | 33 |
|
|
2018
Q2 | $1.58M | Buy |
19,480
+725
| +4% | +$59K | 0.91% | 32 |
|
|
2018
Q1 | $1.58M | Sell |
18,755
-25
| -0.1% | -$2.1K | 0.96% | 34 |
|
|
2017
Q4 | $1.62M | Buy |
18,780
+125
| +0.7% | +$10.8K | 0.92% | 31 |
|
|
2017
Q3 | $1.46M | Buy |
18,655
+100
| +0.5% | +$7.83K | 0.91% | 34 |
|
|
2017
Q2 | $1.36M | Buy |
18,555
+175
| +1% | +$12.8K | 0.87% | 35 |
|
|
2017
Q1 | $1.35M | Buy |
18,380
+100
| +0.5% | +$7.33K | 0.86% | 33 |
|
|
2016
Q4 | $1.28M | Buy |
+18,280
| New | +$1.28M | 0.82% | 37 |
|
|
2016
Q2 | $1.1M | Buy |
16,230
+4,185
| +35% | +$283K | 0.72% | 40 |
|
|
2016
Q1 | $679K | Buy |
12,045
+2,350
| +24% | +$132K | 0.43% | 55 |
|
|
2015
Q4 | $531K | Buy |
+9,695
| New | +$531K | 0.38% | 53 |
|