Mayflower Financial Advisors’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 | $1.15M | Sell |
5,032
-74
| -1% | -$16.9K | 0.16% | 134 |
|
|
2025
Q1 | $1.18M | Sell |
5,106
-9
| -0.2% | -$2.08K | 0.18% | 123 |
|
|
2024
Q4 | $1.03M | Buy |
5,115
+126
| +3% | +$25.4K | 0.15% | 132 |
|
|
2024
Q3 | $1.04M | Buy |
4,989
+716
| +17% | +$149K | 0.16% | 136 |
|
|
2024
Q2 | $912K | Hold |
4,273
| – | – | 0.15% | 141 |
|
|
2024
Q1 | $911K | Buy |
4,273
+50
| +1% | +$10.7K | 0.15% | 138 |
|
|
2023
Q4 | $756K | Buy |
4,223
+36
| +0.9% | +$6.45K | 0.1% | 157 |
|
|
2023
Q3 | $638K | Sell |
4,187
-796
| -16% | -$121K | 0.1% | 161 |
|
|
2023
Q2 | $864K | Sell |
4,983
-46
| -0.9% | -$7.98K | 0.11% | 145 |
|
|
2023
Q1 | $821K | Buy |
5,029
+41
| +0.8% | +$6.69K | 0.11% | 148 |
|
|
2022
Q4 | $783K | Sell |
4,988
-165
| -3% | -$25.9K | 0.11% | 146 |
|
|
2022
Q3 | $826K | Buy |
5,153
+12
| +0.2% | +$1.92K | 0.13% | 120 |
|
|
2022
Q2 | $786K | Sell |
5,141
-36
| -0.7% | -$5.5K | 0.12% | 130 |
|
|
2022
Q1 | $821K | Sell |
5,177
-43
| -0.8% | -$6.82K | 0.11% | 134 |
|
|
2021
Q4 | $871K | Buy |
5,220
+36
| +0.7% | +$6.01K | 0.12% | 125 |
|
|
2021
Q3 | $823K | Sell |
5,184
-31
| -0.6% | -$4.92K | 0.11% | 127 |
|
|
2021
Q2 | $731K | Sell |
5,215
-327
| -6% | -$45.8K | 0.1% | 136 |
|
|
2021
Q1 | $715K | Buy |
5,542
+83
| +2% | +$10.7K | 0.11% | 126 |
|
|
2020
Q4 | $644K | Buy |
+5,459
| New | +$644K | 0.11% | 133 |
|