Obermeyer Wealth Partners’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 | $2.95M | Sell |
12,900
-925
| -7% | -$212K | 0.15% | 59 |
|
|
2025
Q1 | $3.2M | Sell |
13,825
-20
| -0.1% | -$4.63K | 0.17% | 53 |
|
|
2024
Q4 | $2.79M | Buy |
13,845
+197
| +1% | +$39.8K | 0.15% | 60 |
|
|
2024
Q3 | $2.83M | Buy |
13,648
+100
| +0.7% | +$20.8K | 0.15% | 57 |
|
|
2024
Q2 | $2.89M | Sell |
13,548
-138
| -1% | -$29.4K | 0.17% | 56 |
|
|
2024
Q1 | $2.92M | Buy |
+13,686
| New | +$2.92M | 0.17% | 51 |
|
|
2022
Q1 | – | Sell |
-1,200
| Closed | -$200K | – | 246 |
|
|
2021
Q4 | $200K | Buy |
+1,200
| New | +$200K | 0.01% | 223 |
|