Morningstar Investment Management’s Waste Management WM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-6,050
| Closed | -$1.22M | – | 214 |
|
|
2024
Q4 | $1.22M | Hold |
6,050
| – | – | 0.1% | 56 |
|
|
2024
Q3 | $1.29M | Sell |
6,050
-88
| -1% | -$18.8K | 0.13% | 72 |
|
|
2024
Q2 | $1.31M | Hold |
6,138
| – | – | 0.14% | 70 |
|
|
2024
Q1 | $1.31M | Hold |
6,138
| – | – | 0.14% | 69 |
|
|
2023
Q4 | $1.1M | Buy |
6,138
+179
| +3% | +$32.1K | 0.13% | 76 |
|
|
2023
Q3 | $908K | Hold |
5,959
| – | – | 0.12% | 63 |
|
|
2023
Q2 | $1.03M | Buy |
+5,959
| New | +$1.03M | 0.14% | 58 |
|