LRI Investments’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 | $474K | Buy |
2,073
+100
| +5% | +$22.9K | 0.04% | 182 |
|
|
2025
Q1 | $457K | Buy |
1,973
+231
| +13% | +$53.5K | 0.04% | 177 |
|
|
2024
Q4 | $352K | Hold |
1,742
| – | – | 0.03% | 183 |
|
|
2024
Q3 | $386K | Hold |
1,742
| – | – | 0.04% | 185 |
|
|
2024
Q2 | $372K | Hold |
1,742
| – | – | 0.04% | 142 |
|
|
2024
Q1 | $371K | Buy |
+1,742
| New | +$371K | 0.09% | 90 |
|