Oak Asset Management’s Waste Management WM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.23M | Buy |
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|
2025
Q2 | $2.01M | Hold |
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|
2025
Q1 | $2.03M | Sell |
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|
2024
Q4 | $1.78M | Hold |
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|
2024
Q3 | $1.83M | Buy |
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|
2024
Q2 | $1.88M | Hold |
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|
2024
Q1 | $1.88M | Hold |
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|
2023
Q4 | $1.58M | Sell |
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|
2023
Q3 | $1.35M | Buy |
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|
2023
Q2 | $1.5M | Buy |
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|
2023
Q1 | $1.39M | Buy |
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|
2022
Q4 | $866K | Buy |
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|
2022
Q3 | $780K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $446K | Hold |
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|
2021
Q4 | $469K | Hold |
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|
2021
Q3 | $442K | Hold |
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|
2021
Q2 | $394K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $332K | Hold |
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|
2020
Q3 | $325K | Buy |
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|
2020
Q2 | $294K | Hold |
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|
2020
Q1 | $257K | Hold |
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|
2019
Q4 | $317K | Hold |
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|
2019
Q3 | $320K | Hold |
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|
2019
Q2 | $326K | Hold |
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|
2019
Q1 | $289K | Hold |
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|
2018
Q4 | $247K | Hold |
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|
2018
Q3 | $251K | Hold |
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|
2018
Q2 | $226K | Hold |
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|
2018
Q1 | $234K | Hold |
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|
2017
Q4 | $240K | Buy |
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