Lindbrook Capital’s Waste Management WM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $578K | Buy |
2,495
+50
| +2% | +$11.6K | 0.05% | 203 |
|
|
2024
Q4 | $493K | Buy |
2,445
+21
| +0.9% | +$4.24K | 0.04% | 218 |
|
|
2024
Q3 | $503K | Sell |
2,424
-36
| -1% | -$7.47K | 0.04% | 215 |
|
|
2024
Q2 | $525K | Buy |
2,460
+31
| +1% | +$6.61K | 0.05% | 200 |
|
|
2024
Q1 | $518K | Buy |
2,429
+29
| +1% | +$6.18K | 0.05% | 214 |
|
|
2023
Q4 | $430K | Buy |
2,400
+788
| +49% | +$141K | 0.04% | 221 |
|
|
2023
Q3 | $246K | Sell |
1,612
-113
| -7% | -$17.2K | 0.03% | 279 |
|
|
2023
Q2 | $299K | Buy |
1,725
+152
| +10% | +$26.4K | 0.03% | 248 |
|
|
2023
Q1 | $257K | Buy |
1,573
+8
| +0.5% | +$1.31K | 0.03% | 263 |
|
|
2022
Q4 | $246K | Sell |
1,565
-346
| -18% | -$54.3K | 0.03% | 286 |
|
|
2022
Q3 | $306K | Buy |
1,911
+219
| +13% | +$35.1K | 0.05% | 204 |
|
|
2022
Q2 | $259K | Buy |
1,692
+721
| +74% | +$110K | 0.04% | 235 |
|
|
2022
Q1 | $154K | Buy |
971
+20
| +2% | +$3.17K | 0.02% | 352 |
|
|
2021
Q4 | $159K | Buy |
951
+538
| +130% | +$90K | 0.02% | 363 |
|
|
2021
Q3 | $62K | Buy |
413
+17
| +4% | +$2.55K | 0.02% | 387 |
|
|
2021
Q2 | $55K | Hold |
396
| – | – | 0.01% | 446 |
|
|
2021
Q1 | $51K | Buy |
396
+53
| +15% | +$6.83K | 0.01% | 440 |
|
|
2020
Q4 | $40K | Hold |
343
| – | – | 0.01% | 473 |
|
|
2020
Q3 | $39K | Buy |
343
+12
| +4% | +$1.36K | 0.01% | 421 |
|
|
2020
Q2 | $35K | Sell |
331
-91
| -22% | -$9.62K | 0.01% | 448 |
|
|
2020
Q1 | $39K | Sell |
422
-256
| -38% | -$23.7K | 0.01% | 382 |
|
|
2019
Q4 | $77K | Buy |
678
+35
| +5% | +$3.98K | 0.03% | 308 |
|
|
2019
Q3 | $74K | Hold |
643
| – | – | 0.03% | 296 |
|
|
2019
Q2 | $74K | Hold |
643
| – | – | 0.03% | 298 |
|
|
2019
Q1 | $66K | Hold |
643
| – | – | 0.03% | 326 |
|
|
2018
Q4 | $57K | Buy |
+643
| New | +$57K | 0.03% | 306 |
|