McKinley Carter Wealth Services’s Waste Management WM Stock Holding History

McKinley Carter Wealth Services’s Portfolio WM Stock Details WM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$10.4M	Buy	45,391 +1,811	+4%	+$414K	0.58%	42
2025 Q1	$10.1M	Sell	43,580 -166	-0.4%	-$38.4K	0.62%	39
2024 Q4	$8.83M	Buy	43,746 +49	+0.1%	+$9.89K	0.54%	44
2024 Q3	$9.07M	Sell	43,697 -77	-0.2%	-$16K	0.55%	41
2024 Q2	$9.34M	Buy	43,774 +231	+0.5%	+$49.3K	0.59%	38
2024 Q1	$9.28M	Buy	43,543 +1,607	+4%	+$343K	0.62%	37
2023 Q4	$7.51M	Buy	41,936 +4,714	+13%	+$844K	0.55%	43
2023 Q3	$5.67M	Sell	37,222 -507	-1%	-$77.3K	0.45%	47
2023 Q2	$6.54M	Sell	37,729 -392	-1%	-$68K	0.49%	44
2023 Q1	$6.22M	Sell	38,121 -1,057	-3%	-$172K	0.49%	45
2022 Q4	$6.15M	Sell	39,178 -392	-1%	-$61.5K	0.52%	45
2022 Q3	$6.34M	Buy	39,570 +665	+2%	+$107K	0.59%	39
2022 Q2	$5.95M	Sell	38,905 -926	-2%	-$142K	0.53%	39
2022 Q1	$6.31M	Sell	39,831 -973	-2%	-$154K	0.49%	42
2021 Q4	$6.81M	Buy	40,804 +250	+0.6%	+$41.7K	0.51%	45
2021 Q3	$6.06M	Buy	40,554 +631	+2%	+$94.2K	0.5%	43
2021 Q2	$5.59M	Buy	39,923 +1,333	+3%	+$187K	0.46%	52
2021 Q1	$4.98M	Buy	38,590 +486	+1%	+$62.7K	0.43%	57
2020 Q4	$4.49M	Buy	38,104 +3,474	+10%	+$410K	0.59%	51
2020 Q3	$3.92M	Buy	34,630 +770	+2%	+$87.1K	0.88%	34
2020 Q2	$3.59M	Buy	33,860 +4,301	+15%	+$456K	0.88%	33
2020 Q1	$2.74M	Buy	29,559 +1,832	+7%	+$170K	0.82%	33
2019 Q4	$3.16M	Buy	27,727 +1,000	+4%	+$114K	0.74%	33
2019 Q3	$3.07M	Sell	26,727 -374	-1%	-$43K	0.79%	32
2019 Q2	$3.13M	Hold	27,101	–	–	0.84%	33
2019 Q1	$2.82M	Buy	27,101 +2,882	+12%	+$299K	0.79%	34
2018 Q4	$2.16M	Buy	24,219 +1,983	+9%	+$176K	0.71%	41
2018 Q3	$2.01M	Buy	22,236 +2,329	+12%	+$210K	0.6%	46
2018 Q2	$1.62M	Buy	19,907 +2,289	+13%	+$186K	0.52%	53
2018 Q1	$1.48M	Buy	17,618 +1,322	+8%	+$111K	0.48%	51
2017 Q4	$1.41M	Buy	16,296 +4,238	+35%	+$366K	0.48%	53
2017 Q3	$944K	Buy	+12,058	New	+$944K	0.36%	61