Lederer & Associates Investment Counsel’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 | $1.81M | Sell |
7,908
-240
| -3% | -$54.9K | 1.2% | 25 |
|
|
2025
Q1 | $1.89M | Buy |
8,148
+342
| +4% | +$79.2K | 1.38% | 22 |
|
|
2024
Q4 | $1.58M | Sell |
7,806
-144
| -2% | -$29.1K | 1.1% | 30 |
|
|
2024
Q3 | $1.65M | Sell |
7,950
-1,675
| -17% | -$348K | 1.16% | 30 |
|
|
2024
Q2 | $2.05M | Sell |
9,625
-788
| -8% | -$168K | 1.49% | 18 |
|
|
2024
Q1 | $2.22M | Sell |
10,413
-540
| -5% | -$115K | 1.54% | 17 |
|
|
2023
Q4 | $1.96M | Sell |
10,953
-146
| -1% | -$26.2K | 1.45% | 20 |
|
|
2023
Q3 | $1.69M | Buy |
11,099
+43
| +0.4% | +$6.56K | 1.34% | 25 |
|
|
2023
Q2 | $1.92M | Sell |
11,056
-1,632
| -13% | -$283K | 1.45% | 24 |
|
|
2023
Q1 | $2.07M | Sell |
12,688
-38
| -0.3% | -$6.2K | 1.6% | 18 |
|
|
2022
Q4 | $2M | Sell |
12,726
-249
| -2% | -$39.1K | 1.63% | 20 |
|
|
2022
Q3 | $2.08M | Sell |
12,975
-149
| -1% | -$23.9K | 1.76% | 15 |
|
|
2022
Q2 | $2.01M | Sell |
13,124
-2,430
| -16% | -$372K | 1.55% | 20 |
|
|
2022
Q1 | $2.47M | Sell |
15,554
-158
| -1% | -$25K | 1.51% | 22 |
|
|
2021
Q4 | $2.62M | Sell |
15,712
-44
| -0.3% | -$7.34K | 1.52% | 19 |
|
|
2021
Q3 | $2.35M | Buy |
15,756
+107
| +0.7% | +$16K | 1.52% | 24 |
|
|
2021
Q2 | $2.19M | Sell |
15,649
-435
| -3% | -$61K | 1.46% | 27 |
|
|
2021
Q1 | $2.08M | Buy |
16,084
+929
| +6% | +$120K | 1.46% | 25 |
|
|
2020
Q4 | $1.79M | Buy |
15,155
+35
| +0.2% | +$4.13K | 1.37% | 30 |
|
|
2020
Q3 | $1.71M | Sell |
15,120
-185
| -1% | -$20.9K | 1.42% | 28 |
|
|
2020
Q2 | $1.62M | Buy |
15,305
+2,705
| +21% | +$286K | 1.52% | 29 |
|
|
2020
Q1 | $1.17M | Buy |
+12,600
| New | +$1.17M | 1.32% | 33 |
|