Marietta Wealth Management’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 | $7.95M | Buy |
34,761
+390
| +1% | +$89.2K | 1.04% | 32 |
|
|
2025
Q1 | $7.96M | Buy |
34,371
+1,836
| +6% | +$425K | 1.17% | 32 |
|
|
2024
Q4 | $6.57M | Buy |
32,535
+356
| +1% | +$71.8K | 0.94% | 38 |
|
|
2024
Q3 | $6.68M | Buy |
32,179
+1,085
| +3% | +$225K | 0.97% | 38 |
|
|
2024
Q2 | $6.63M | Buy |
31,094
+6,398
| +26% | +$1.36M | 1.03% | 34 |
|
|
2024
Q1 | $5.26M | Sell |
24,696
-343
| -1% | -$73.1K | 0.87% | 53 |
|
|
2023
Q4 | $4.48M | Buy |
25,039
+207
| +0.8% | +$37.1K | 0.8% | 54 |
|
|
2023
Q3 | $3.79M | Buy |
24,832
+1,212
| +5% | +$185K | 0.75% | 62 |
|
|
2023
Q2 | $4.1M | Buy |
23,620
+422
| +2% | +$73.2K | 0.77% | 60 |
|
|
2023
Q1 | $3.79M | Sell |
23,198
-281
| -1% | -$45.9K | 0.8% | 61 |
|
|
2022
Q4 | $3.68M | Sell |
23,479
-34
| -0.1% | -$5.33K | 0.83% | 59 |
|
|
2022
Q3 | $3.77M | Sell |
23,513
-869
| -4% | -$139K | 0.94% | 49 |
|
|
2022
Q2 | $3.73M | Sell |
24,382
-503
| -2% | -$77K | 0.9% | 50 |
|
|
2022
Q1 | $3.94M | Buy |
24,885
+364
| +1% | +$57.7K | 0.82% | 56 |
|
|
2021
Q4 | $4.09M | Buy |
24,521
+408
| +2% | +$68.1K | 0.82% | 49 |
|
|
2021
Q3 | $3.6M | Buy |
24,113
+901
| +4% | +$135K | 0.79% | 54 |
|
|
2021
Q2 | $3.25M | Buy |
23,212
+794
| +4% | +$111K | 0.73% | 57 |
|
|
2021
Q1 | $2.89M | Buy |
22,418
+1,889
| +9% | +$244K | 0.72% | 61 |
|
|
2020
Q4 | $2.42M | Buy |
20,529
+1,224
| +6% | +$144K | 0.67% | 63 |
|
|
2020
Q3 | $2.19M | Buy |
19,305
+14,281
| +284% | +$1.62M | 0.68% | 65 |
|
|
2020
Q2 | $532K | Sell |
5,024
-76
| -1% | -$8.05K | 0.18% | 84 |
|
|
2020
Q1 | $472K | Buy |
5,100
+2,531
| +99% | +$234K | 0.18% | 86 |
|
|
2019
Q4 | $293K | Sell |
2,569
-36
| -1% | -$4.11K | 0.1% | 108 |
|
|
2019
Q3 | $300K | Sell |
2,605
-170
| -6% | -$19.6K | 0.11% | 107 |
|
|
2019
Q2 | $320K | Sell |
2,775
-261
| -9% | -$30.1K | 0.12% | 104 |
|
|
2019
Q1 | $315K | Sell |
3,036
-677
| -18% | -$70.2K | 0.13% | 104 |
|
|
2018
Q4 | $330K | Sell |
3,713
-349
| -9% | -$31K | 0.16% | 102 |
|
|
2018
Q3 | $367K | Sell |
4,062
-100
| -2% | -$9.04K | 0.16% | 106 |
|
|
2018
Q2 | $339K | Sell |
4,162
-65
| -2% | -$5.29K | 0.17% | 109 |
|
|
2018
Q1 | $356K | Sell |
4,227
-469
| -10% | -$39.5K | 0.19% | 102 |
|
|
2017
Q4 | $405K | Sell |
4,696
-184
| -4% | -$15.9K | 0.22% | 92 |
|
|
2017
Q3 | $382K | Sell |
4,880
-130
| -3% | -$10.2K | 0.21% | 96 |
|
|
2017
Q2 | $367K | Buy |
5,010
+190
| +4% | +$13.9K | 0.22% | 96 |
|
|
2017
Q1 | $351K | Hold |
4,820
| – | – | 0.23% | 96 |
|
|
2016
Q4 | $342K | Buy |
+4,820
| New | +$342K | 0.27% | 97 |
|