Morton Capital 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
Q2 | $783K | Buy |
3,421
+188
| +6% | +$43K | 0.14% | 51 |
|
|
2025
Q1 | $749K | Buy |
3,233
+145
| +5% | +$33.6K | 0.14% | 51 |
|
|
2024
Q4 | $623K | Hold |
3,088
| – | – | 0.12% | 60 |
|
|
2024
Q3 | $641K | Buy |
3,088
+24
| +0.8% | +$4.98K | 0.13% | 57 |
|
|
2024
Q2 | $654K | Hold |
3,064
| – | – | 0.16% | 51 |
|
|
2024
Q1 | $653K | Hold |
3,064
| – | – | 0.18% | 53 |
|
|
2023
Q4 | $549K | Hold |
3,064
| – | – | 0.16% | 54 |
|
|
2023
Q3 | $467K | Hold |
3,064
| – | – | 0.17% | 54 |
|
|
2023
Q2 | $531K | Hold |
3,064
| – | – | 0.18% | 53 |
|
|
2023
Q1 | $500K | Hold |
3,064
| – | – | 0.18% | 54 |
|
|
2022
Q4 | $481K | Hold |
3,064
| – | – | 0.19% | 48 |
|
|
2022
Q3 | $491K | Hold |
3,064
| – | – | 0.22% | 45 |
|
|
2022
Q2 | $469K | Sell |
3,064
-5
| -0.2% | -$765 | 0.2% | 46 |
|
|
2022
Q1 | $486K | Buy |
3,069
+5
| +0.2% | +$793 | 0.2% | 48 |
|
|
2021
Q4 | $511K | Buy |
+3,064
| New | +$511K | 0.21% | 47 |
|