Mitchell & Pahl Private Wealth’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 | $3.49M | Buy |
15,234
+123
| +0.8% | +$28.1K | 1.54% | 5 |
|
|
2025
Q1 | $3.5M | Buy |
15,111
+55
| +0.4% | +$12.7K | 1.63% | 7 |
|
|
2024
Q4 | $3.04M | Buy |
15,056
+316
| +2% | +$63.8K | 1.42% | 10 |
|
|
2024
Q3 | $3.06M | Buy |
14,740
+107
| +0.7% | +$22.2K | 1.42% | 13 |
|
|
2024
Q2 | $3.12M | Buy |
14,633
+5
| +0% | +$1.07K | 1.65% | 9 |
|
|
2024
Q1 | $3.12M | Sell |
14,628
-168
| -1% | -$35.8K | 1.64% | 9 |
|
|
2023
Q4 | $2.65M | Sell |
14,796
-359
| -2% | -$64.3K | 1.5% | 11 |
|
|
2023
Q3 | $2.31M | Buy |
15,155
+505
| +3% | +$77K | 1.37% | 15 |
|
|
2023
Q2 | $2.54M | Buy |
14,650
+170
| +1% | +$29.5K | 1.53% | 14 |
|
|
2023
Q1 | $2.36M | Buy |
14,480
+225
| +2% | +$36.7K | 1.48% | 14 |
|
|
2022
Q4 | $2.24M | Sell |
14,255
-16
| -0.1% | -$2.51K | 1.47% | 14 |
|
|
2022
Q3 | $2.29M | Buy |
14,271
+36
| +0.3% | +$5.77K | 1.69% | 9 |
|
|
2022
Q2 | $2.18M | Buy |
14,235
+362
| +3% | +$55.4K | 1.51% | 13 |
|
|
2022
Q1 | $2.2M | Buy |
13,873
+438
| +3% | +$69.4K | 1.4% | 15 |
|
|
2021
Q4 | $2.24M | Buy |
13,435
+155
| +1% | +$25.9K | 1.44% | 15 |
|
|
2021
Q3 | $1.98M | Buy |
13,280
+62
| +0.5% | +$9.26K | 1.43% | 14 |
|
|
2021
Q2 | $1.85M | Buy |
13,218
+346
| +3% | +$48.5K | 1.32% | 19 |
|
|
2021
Q1 | $1.66M | Buy |
12,872
+427
| +3% | +$55.1K | 1.29% | 22 |
|
|
2020
Q4 | $1.47M | Buy |
+12,445
| New | +$1.47M | 1.23% | 21 |
|