Perennial Investment Advisors’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 | $369K | Buy |
1,612
+41
| +3% | +$9.39K | 0.04% | 302 |
|
|
2025
Q1 | $364K | Buy |
1,571
+66
| +4% | +$15.3K | 0.04% | 279 |
|
|
2024
Q4 | $303K | Buy |
1,505
+52
| +4% | +$10.5K | 0.04% | 294 |
|
|
2024
Q3 | $302K | Buy |
1,453
+18
| +1% | +$3.74K | 0.04% | 286 |
|
|
2024
Q2 | $307K | Buy |
1,435
+20
| +1% | +$4.27K | 0.04% | 273 |
|
|
2024
Q1 | $302K | Buy |
1,415
+5
| +0.4% | +$1.07K | 0.05% | 255 |
|
|
2023
Q4 | $253K | Buy |
1,410
+4
| +0.3% | +$717 | 0.04% | 274 |
|
|
2023
Q3 | $214K | Buy |
1,406
+60
| +4% | +$9.15K | 0.04% | 289 |
|
|
2023
Q2 | $234K | Buy |
1,346
+3
| +0.2% | +$521 | 0.04% | 283 |
|
|
2023
Q1 | $219K | Sell |
1,343
-20
| -1% | -$3.26K | 0.04% | 294 |
|
|
2022
Q4 | $214K | Buy |
1,363
+16
| +1% | +$2.51K | 0.09% | 194 |
|
|
2022
Q3 | $216K | Buy |
+1,347
| New | +$216K | 0.1% | 172 |
|