Okabena Investment 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 | $1.3M | Hold |
5,677
| – | – | 0.29% | 60 |
|
|
2025
Q1 | $1.31M | Buy |
5,677
+319
| +6% | +$73.9K | 0.33% | 58 |
|
|
2024
Q4 | $1.08M | Hold |
5,358
| – | – | 0.3% | 61 |
|
|
2024
Q3 | $1.11M | Buy |
5,358
+330
| +7% | +$68.5K | 0.31% | 61 |
|
|
2024
Q2 | $1.07M | Hold |
5,028
| – | – | 0.34% | 60 |
|
|
2024
Q1 | $1.07M | Sell |
5,028
-12
| -0.2% | -$2.56K | 0.36% | 64 |
|
|
2023
Q4 | $903K | Buy |
+5,040
| New | +$903K | 0.35% | 65 |
|
|
2023
Q2 | – | Sell |
-2,614
| Closed | -$427K | – | 251 |
|
|
2023
Q1 | $427K | Sell |
2,614
-128
| -5% | -$20.9K | 0.3% | 58 |
|
|
2022
Q4 | $430K | Sell |
2,742
-2,158
| -44% | -$339K | 0.28% | 70 |
|
|
2022
Q3 | $785K | Buy |
4,900
+2,614
| +114% | +$419K | 0.38% | 68 |
|
|
2022
Q2 | $350K | Hold |
2,286
| – | – | 0.18% | 76 |
|
|
2022
Q1 | $362K | Hold |
2,286
| – | – | 0.15% | 88 |
|
|
2021
Q4 | $382K | Hold |
2,286
| – | – | 0.15% | 87 |
|
|
2021
Q3 | $341K | Hold |
2,286
| – | – | 0.18% | 73 |
|
|
2021
Q2 | $320K | Buy |
+2,286
| New | +$320K | 0.15% | 73 |
|