Patrick M. Sweeney & Associates’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
$2.09M Sell
9,216
-12
-0.1% -$2.73K 1.44% 16
2025
Q1
$2.14M Sell
9,228
-183
-2% -$42.4K 1.6% 15
2024
Q4
$1.9M Sell
9,411
-73
-0.8% -$14.7K 1.42% 16
2024
Q3
$1.97M Sell
9,484
-33
-0.3% -$6.85K 1.45% 14
2024
Q2
$2.03M Sell
9,517
-64
-0.7% -$13.7K 1.64% 13
2024
Q1
$2.04M Buy
9,581
+77
+0.8% +$16.4K 1.68% 11
2023
Q4
$1.7M Buy
+9,504
New +$1.7M 1.56% 13