Moseley 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
Q2 | $1.09M | Buy |
4,779
+3,368
| +239% | +$771K | 0.38% | 57 |
|
|
2025
Q1 | $327K | Buy |
1,411
+175
| +14% | +$40.5K | 0.13% | 112 |
|
|
2024
Q4 | $249K | Hold |
1,236
| – | – | 0.1% | 131 |
|
|
2024
Q3 | $257K | Buy |
1,236
+1
| +0.1% | +$208 | 0.1% | 131 |
|
|
2024
Q2 | $264K | Hold |
1,235
| – | – | 0.12% | 118 |
|
|
2024
Q1 | $263K | Hold |
1,235
| – | – | 0.13% | 122 |
|
|
2023
Q4 | $221K | Buy |
+1,235
| New | +$221K | 0.12% | 137 |
|
|
2023
Q3 | – | Sell |
-1,225
| Closed | -$212K | – | 151 |
|
|
2023
Q2 | $212K | Buy |
+1,225
| New | +$212K | 0.12% | 141 |
|