New Covenant Trust Company’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 | $280K | Hold |
1,225
| – | – | 0.25% | 59 |
|
|
2025
Q1 | $279K | Sell |
1,225
-97
| -7% | -$22.1K | 0.29% | 62 |
|
|
2024
Q4 | $267K | Buy |
1,322
+3
| +0.2% | +$607 | 0.27% | 64 |
|
|
2024
Q3 | $271K | Buy |
1,319
+205
| +18% | +$42.1K | 0.26% | 67 |
|
|
2024
Q2 | $248K | Buy |
1,114
+31
| +3% | +$6.91K | 0.29% | 64 |
|
|
2024
Q1 | $231K | Buy |
+1,083
| New | +$231K | 0.23% | 71 |
|