Marble Harbor Investment Counsel’s Waste Management WM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $646K | Hold |
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|
2025
Q1 | $654K | Sell |
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|
2024
Q4 | $576K | Hold |
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|
2024
Q3 | $592K | Sell |
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|
2024
Q2 | $614K | Hold |
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|
2024
Q1 | $613K | Hold |
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|
2023
Q4 | $515K | Hold |
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|
2023
Q3 | $439K | Buy |
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|
2023
Q2 | $472K | Hold |
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|
2023
Q1 | $444K | Hold |
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|
2022
Q4 | $427K | Sell |
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|
2022
Q3 | $440K | Buy |
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|
2022
Q2 | $344K | Buy |
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|
2022
Q1 | $277K | Hold |
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|
2021
Q4 | $292K | Sell |
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|
2021
Q3 | $291K | Hold |
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|
2021
Q2 | $273K | Hold |
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|
2021
Q1 | $252K | Hold |
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|
2020
Q4 | $230K | Hold |
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|
2020
Q3 | $221K | Sell |
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|
2020
Q2 | $217K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $345K | Hold |
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|
2017
Q3 | $313K | Hold |
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|
2017
Q2 | $293K | Buy |
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|
2017
Q1 | $263K | Sell |
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|
2016
Q4 | $257K | Hold |
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|
2016
Q3 | $231K | Buy |
|