Nicolet Advisory Services’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 | $536K | Buy |
2,342
+533
| +29% | +$122K | 0.05% | 206 |
|
|
2025
Q1 | $410K | Sell |
1,809
-306
| -14% | -$69.3K | 0.04% | 222 |
|
|
2024
Q4 | $438K | Buy |
2,115
+43
| +2% | +$8.91K | 0.04% | 228 |
|
|
2024
Q3 | $433K | Sell |
2,072
-31
| -1% | -$6.48K | 0.04% | 228 |
|
|
2024
Q2 | $444K | Sell |
2,103
-96
| -4% | -$20.3K | 0.04% | 216 |
|
|
2024
Q1 | $454K | Sell |
2,199
-353
| -14% | -$72.9K | 0.05% | 197 |
|
|
2023
Q4 | $454K | Sell |
2,552
-40
| -2% | -$7.11K | 0.05% | 175 |
|
|
2023
Q3 | $399K | Sell |
2,592
-416
| -14% | -$64K | 0.04% | 184 |
|
|
2023
Q2 | $515K | Buy |
3,008
+297
| +11% | +$50.9K | 0.06% | 152 |
|
|
2023
Q1 | $444K | Buy |
+2,711
| New | +$444K | 0.05% | 157 |
|
|
2020
Q3 | – | Sell |
-2,194
| Closed | -$232K | – | 210 |
|
|
2020
Q2 | $232K | Buy |
2,194
+2
| +0.1% | +$211 | 0.04% | 178 |
|
|
2020
Q1 | $203K | Buy |
+2,192
| New | +$203K | 0.04% | 184 |
|