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McDaniel Terry & Co’s Waste Management WM Stock Holding History

McDaniel Terry & Co’s Portfolio WM Stock Details WM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.44M Hold
6,275
– – 0.12% 49
2025
Q1 		$1.45M Sell
6,275
-125
-2% -$28.9K 0.13% 49
2024
Q4 		$1.29M Hold
6,400
– – 0.11% 48
2024
Q3 		$1.33M Sell
6,400
-9
-0.1% -$1.87K 0.11% 45
2024
Q2 		$1.37M Sell
6,409
-96
-1% -$20.5K 0.12% 47
2024
Q1 		$1.39M Buy
6,505
+5
+0.1% +$1.07K 0.12% 48
2023
Q4 		$1.16M Hold
6,500
– – 0.11% 48
2023
Q3 		$991K Buy
6,500
+3,000
+86% +$457K 0.1% 51
2023
Q2 		$607K Hold
3,500
– – 0.06% 56
2023
Q1 		$571K Hold
3,500
– – 0.06% 54
2022
Q4 		$549K Hold
3,500
– – 0.06% 53
2022
Q3 		$561K Hold
3,500
– – 0.07% 51
2022
Q2 		$535K Hold
3,500
– – 0.07% 53
2022
Q1 		$555K Hold
3,500
– – 0.06% 60
2021
Q4 		$584K Hold
3,500
– – 0.06% 63
2021
Q3 		$523K Hold
3,500
– – 0.06% 53
2021
Q2 		$490K Hold
3,500
– – 0.06% 59
2021
Q1 		$452K Hold
3,500
– – 0.06% 56
2020
Q4 		$413K Hold
3,500
– – 0.05% 58
2020
Q3 		$396K Sell
3,500
-3,500
-50% -$396K 0.06% 57
2020
Q2 		$741K Buy
7,000
+3,500
+100% +$371K 0.11% 41
2020
Q1 		$324K Hold
3,500
– – 0.06% 57
2019
Q4 		$399K Hold
3,500
– – 0.06% 57
2019
Q3 		$402K Hold
3,500
– – 0.06% 56
2019
Q2 		$404K Hold
3,500
– – 0.07% 49
2019
Q1 		$364K Hold
3,500
– – 0.06% 47
2018
Q4 		$311K Hold
3,500
– – 0.06% 45
2018
Q3 		$316K Hold
3,500
– – 0.05% 55
2018
Q2 		$285K Hold
3,500
– – 0.05% 55
2018
Q1 		$294K Hold
3,500
– – 0.05% 49
2017
Q4 		$302K Hold
3,500
– – 0.05% 50
2017
Q3 		$274K Hold
3,500
– – 0.05% 52
2017
Q2 		$257K Hold
3,500
– – 0.05% 52
2017
Q1 		$255K Hold
3,500
– – 0.05% 54
2016
Q4 		$248K Hold
3,500
– – 0.05% 56
2016
Q3 		$223K Sell
3,500
-145
-4% -$9.24K 0.05% 58
2016
Q2 		$242K Hold
3,645
– – 0.05% 58
2016
Q1 		$215K Buy
+3,645
New +$215K 0.05% 45
2015
Q2 		– Sell
-3,800
Closed -$206K – 50
2015
Q1 		$206K Buy
+3,800
New +$206K 0.05% 47