McDonald Partners’s Waste Management WM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $905K | Sell |
3,939
-78
| -2% | -$17.9K | 0.21% | 108 |
|
|
2025
Q4 | $883K | Sell |
4,017
-2
| -0% | -$426 | 0.28% | 88 |
|
|
2025
Q3 | $887K | Sell |
4,019
-97
| -2% | -$21.8K | 0.26% | 93 |
|
|
2025
Q2 | $942K | Buy |
4,116
+1
| +0% | +$232 | 0.23% | 121 |
|
|
2025
Q1 | $953K | Sell |
4,115
-1
| -0% | -$221 | 0.25% | 116 |
|
|
2024
Q4 | $831K | Buy |
4,116
+1
| +0% | +$215 | 0.21% | 125 |
|
|
2024
Q3 | $854K | Sell |
4,115
-99
| -2% | -$20.7K | 0.21% | 123 |
|
|
2024
Q2 | $899K | Hold |
4,214
| – | – | 0.24% | 111 |
|
|
2024
Q1 | $898K | Buy |
4,214
+1
| +0% | +$197 | 0.25% | 113 |
|
|
2023
Q4 | $755K | Buy |
4,213
+1
| +0% | +$168 | 0.22% | 121 |
|
|
2023
Q3 | $642K | Sell |
4,212
-709
| -14% | -$115K | 0.21% | 126 |
|
|
2023
Q2 | $853K | Sell |
4,921
-612
| -11% | -$101K | 0.26% | 110 |
|
|
2023
Q1 | $903K | Sell |
5,533
-812
| -13% | -$124K | 0.29% | 99 |
|
|
2022
Q4 | $995K | Sell |
6,345
-100
| -2% | -$16.1K | 0.34% | 87 |
|
|
2022
Q3 | $1.03M | Sell |
6,445
-1,294
| -17% | -$214K | 0.39% | 75 |
|
|
2022
Q2 | $1.18M | Sell |
7,739
-1,119
| -13% | -$175K | 0.3% | 99 |
|
|
2022
Q1 | $1.4M | Buy |
+8,858
| New | +$1.34M | 0.31% | 99 |
|
|
2021
Q4 | – | Sell |
-11,573
| Closed | -$1.73M | – | 728 |
|
|
2021
Q3 | $1.73M | Sell |
11,573
-450
| -4% | -$67.3K | 0.41% | 69 |
|
|
2021
Q2 | $1.69M | Buy |
12,023
+870
| +8% | +$120K | 0.4% | 71 |
|
|
2021
Q1 | $1.44M | Sell |
11,153
-3,177
| -22% | -$371K | 0.37% | 79 |
|
|
2020
Q4 | $1.69M | Buy |
+14,330
| New | +$1.67M | 0.48% | 63 |
|
Other funds holding WM
VCM
VPM
