Mascoma 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 | $151K | Hold |
660
| – | – | 0.04% | 103 |
|
|
2025
Q1 | $153K | Hold |
660
| – | – | 0.04% | 104 |
|
|
2024
Q4 | $133K | Hold |
660
| – | – | 0.03% | 116 |
|
|
2024
Q3 | $137K | Hold |
660
| – | – | 0.03% | 113 |
|
|
2024
Q2 | $141K | Hold |
660
| – | – | 0.04% | 111 |
|
|
2024
Q1 | $141K | Sell |
660
-20
| -3% | -$4.26K | 0.04% | 112 |
|
|
2023
Q4 | $122K | Hold |
680
| – | – | 0.04% | 124 |
|
|
2023
Q3 | $104K | Hold |
680
| – | – | 0.03% | 134 |
|
|
2023
Q2 | $109K | Sell |
680
-220
| -24% | -$35.2K | 0.03% | 132 |
|
|
2023
Q1 | $149K | Hold |
900
| – | – | 0.04% | 134 |
|
|
2022
Q4 | $141K | Hold |
900
| – | – | 0.04% | 138 |
|
|
2022
Q3 | $144K | Sell |
900
-35
| -4% | -$5.6K | 0.05% | 130 |
|
|
2022
Q2 | $143K | Sell |
935
-22
| -2% | -$3.37K | 0.05% | 138 |
|
|
2022
Q1 | $152K | Buy |
957
+20
| +2% | +$3.18K | 0.05% | 140 |
|
|
2021
Q4 | $156K | Hold |
937
| – | – | 0.05% | 122 |
|
|
2021
Q3 | $140K | Buy |
+937
| New | +$140K | 0.05% | 126 |
|
|
2021
Q2 | – | Sell |
-880
| Closed | -$114K | – | 430 |
|
|
2021
Q1 | $114K | Buy |
+880
| New | +$114K | 0.05% | 142 |
|
|
2019
Q3 | – | Sell |
-2,007
| Closed | -$232K | – | 346 |
|
|
2019
Q2 | $232K | Buy |
2,007
+1
| +0% | +$116 | 0.15% | 70 |
|
|
2019
Q1 | $208K | Buy |
2,006
+2
| +0.1% | +$207 | 0.14% | 68 |
|
|
2018
Q4 | $178K | Buy |
2,004
+1
| +0% | +$89 | 0.14% | 69 |
|
|
2018
Q3 | $181K | Buy |
2,003
+182
| +10% | +$16.4K | 0.12% | 83 |
|
|
2018
Q2 | $148K | Hold |
1,821
| – | – | 0.1% | 86 |
|
|
2018
Q1 | $153K | Buy |
1,821
+101
| +6% | +$8.49K | 0.1% | 82 |
|
|
2017
Q4 | $149K | Buy |
1,720
+1
| +0.1% | +$87 | 0.09% | 81 |
|
|
2017
Q3 | $135K | Hold |
1,719
| – | – | 0.09% | 94 |
|
|
2017
Q2 | $126K | Sell |
1,719
-199
| -10% | -$14.6K | 0.09% | 99 |
|
|
2017
Q1 | $140K | Buy |
1,918
+1
| +0.1% | +$73 | 0.1% | 81 |
|
|
2016
Q4 | $136K | Buy |
+1,917
| New | +$136K | 0.1% | 86 |
|