Linscomb Wealth’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 | $998K | Sell |
4,362
-43
| -1% | -$9.84K | 0.05% | 170 |
|
|
2025
Q1 | $1.02M | Buy |
4,405
+768
| +21% | +$178K | 0.05% | 167 |
|
|
2024
Q4 | $734K | Hold |
3,637
| – | – | 0.04% | 194 |
|
|
2024
Q3 | $755K | Sell |
3,637
-8
| -0.2% | -$1.66K | 0.04% | 190 |
|
|
2024
Q2 | $778K | Sell |
3,645
-38
| -1% | -$8.11K | 0.04% | 183 |
|
|
2024
Q1 | $785K | Hold |
3,683
| – | – | 0.04% | 185 |
|
|
2023
Q4 | $660K | Hold |
3,683
| – | – | 0.04% | 192 |
|
|
2023
Q3 | $561K | Sell |
3,683
-50
| -1% | -$7.62K | 0.03% | 199 |
|
|
2023
Q2 | $647K | Sell |
3,733
-10
| -0.3% | -$1.73K | 0.03% | 189 |
|
|
2023
Q1 | $611K | Sell |
3,743
-662
| -15% | -$108K | 0.03% | 199 |
|
|
2022
Q4 | $691K | Buy |
4,405
+313
| +8% | +$49.1K | 0.04% | 202 |
|
|
2022
Q3 | $656K | Buy |
4,092
+517
| +14% | +$82.9K | 0.04% | 175 |
|
|
2022
Q2 | $547K | Sell |
3,575
-125
| -3% | -$19.1K | 0.03% | 196 |
|
|
2022
Q1 | $586K | Hold |
3,700
| – | – | 0.03% | 220 |
|
|
2021
Q4 | $618K | Buy |
3,700
+83
| +2% | +$13.9K | 0.03% | 210 |
|
|
2021
Q3 | $540K | Hold |
3,617
| – | – | 0.03% | 212 |
|
|
2021
Q2 | $507K | Sell |
3,617
-81
| -2% | -$11.4K | 0.03% | 212 |
|
|
2021
Q1 | $477K | Sell |
3,698
-86
| -2% | -$11.1K | 0.03% | 212 |
|
|
2020
Q4 | $446K | Buy |
3,784
+12
| +0.3% | +$1.41K | 0.03% | 207 |
|
|
2020
Q3 | $427K | Buy |
3,772
+75
| +2% | +$8.49K | 0.03% | 202 |
|
|
2020
Q2 | $392K | Sell |
3,697
-341
| -8% | -$36.2K | 0.03% | 215 |
|
|
2020
Q1 | $374K | Hold |
4,038
| – | – | 0.03% | 302 |
|
|
2019
Q4 | $460K | Hold |
4,038
| – | – | 0.03% | 328 |
|
|
2019
Q3 | $464K | Hold |
4,038
| – | – | 0.04% | 194 |
|
|
2019
Q2 | $466K | Sell |
4,038
-375
| -8% | -$43.3K | 0.04% | 191 |
|
|
2019
Q1 | $459K | Sell |
4,413
-720
| -14% | -$74.9K | 0.04% | 188 |
|
|
2018
Q4 | $457K | Buy |
5,133
+720
| +16% | +$64.1K | 0.04% | 172 |
|
|
2018
Q3 | $399K | Hold |
4,413
| – | – | 0.03% | 206 |
|
|
2018
Q2 | $359K | Hold |
4,413
| – | – | 0.03% | 206 |
|
|
2018
Q1 | $371K | Hold |
4,413
| – | – | 0.03% | 196 |
|
|
2017
Q4 | $381K | Buy |
+4,413
| New | +$381K | 0.03% | 198 |
|
|
2015
Q1 | – | Sell |
-24,986
| Closed | -$1.28M | – | 271 |
|
|
2014
Q4 | $1.28M | Sell |
24,986
-920
| -4% | -$47.2K | 0.14% | 98 |
|
|
2014
Q3 | $1.23M | Buy |
25,906
+128
| +0.5% | +$6.08K | 0.14% | 99 |
|
|
2014
Q2 | $1.15M | Buy |
25,778
+1,282
| +5% | +$57.3K | 0.12% | 101 |
|
|
2014
Q1 | $1.03M | Buy |
24,496
+4,726
| +24% | +$199K | 0.11% | 108 |
|
|
2013
Q4 | $887K | Buy |
19,770
+3,390
| +21% | +$152K | 0.11% | 110 |
|
|
2013
Q3 | $676K | Buy |
16,380
+1,453
| +10% | +$60K | 0.09% | 121 |
|
|
2013
Q2 | $602K | Buy |
+14,927
| New | +$602K | 0.08% | 126 |
|