Lumbard & Kellner’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
$217K Hold
950
0.09% 84
2025
Q1
$220K Buy
+950
New +$220K 0.1% 77
2024
Q3
Sell
-950
Closed -$203K 82
2024
Q2
$203K Hold
950
0.1% 71
2024
Q1
$202K Buy
+950
New +$202K 0.1% 68
2021
Q4
Sell
-1,000
Closed -$149K 105
2021
Q3
$149K Buy
+1,000
New +$149K 0.06% 97