Ridgewood Investments’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 | $230K | Hold |
1,006
| – | – | 0.1% | 184 |
|
|
2025
Q1 | $233K | Sell |
1,006
-125
| -11% | -$28.9K | 0.11% | 172 |
|
|
2024
Q4 | $228K | Hold |
1,131
| – | – | 0.11% | 166 |
|
|
2024
Q3 | $235K | Sell |
1,131
-88
| -7% | -$18.3K | 0.12% | 155 |
|
|
2024
Q2 | $260K | Hold |
1,219
| – | – | 0.13% | 154 |
|
|
2024
Q1 | $260K | Hold |
1,219
| – | – | 0.14% | 158 |
|
|
2023
Q4 | $218K | Buy |
+1,219
| New | +$218K | 0.13% | 163 |
|
|
2023
Q3 | – | Sell |
-1,219
| Closed | -$211K | – | 779 |
|
|
2023
Q2 | $211K | Hold |
1,219
| – | – | 0.12% | 162 |
|
|
2023
Q1 | $199K | Buy |
+1,219
| New | +$199K | 0.12% | 170 |
|
|
2022
Q1 | – | Sell |
-1,702
| Closed | -$284K | – | 215 |
|
|
2021
Q4 | $284K | Hold |
1,702
| – | – | 0.18% | 154 |
|
|
2021
Q3 | $254K | Hold |
1,702
| – | – | 0.17% | 159 |
|
|
2021
Q2 | $239K | Sell |
1,702
-2,256
| -57% | -$317K | 0.15% | 164 |
|
|
2021
Q1 | $511K | Sell |
3,958
-86
| -2% | -$11.1K | 0.31% | 106 |
|
|
2020
Q4 | $458K | Hold |
4,044
| – | – | 0.36% | 97 |
|
|
2020
Q3 | $458K | Hold |
4,044
| – | – | 0.36% | 98 |
|
|
2020
Q2 | $428K | Hold |
4,044
| – | – | 0.35% | 101 |
|
|
2020
Q1 | $374K | Sell |
4,044
-35
| -0.9% | -$3.24K | 0.38% | 82 |
|
|
2019
Q4 | $465K | Sell |
4,079
-212
| -5% | -$24.2K | 0.33% | 95 |
|
|
2019
Q3 | $493K | Buy |
4,291
+35
| +0.8% | +$4.02K | 0.38% | 81 |
|
|
2019
Q2 | $491K | Hold |
4,256
| – | – | 0.38% | 84 |
|
|
2019
Q1 | $442K | Sell |
4,256
-60
| -1% | -$6.23K | 0.36% | 80 |
|
|
2018
Q4 | $390K | Hold |
4,316
| – | – | 0.31% | 93 |
|
|
2018
Q3 | $390K | Hold |
4,316
| – | – | 0.31% | 94 |
|
|
2018
Q2 | $351K | Hold |
4,316
| – | – | 0.31% | 100 |
|
|
2018
Q1 | $363K | Hold |
4,316
| – | – | 0.33% | 87 |
|
|
2017
Q4 | $372K | Hold |
4,316
| – | – | 0.33% | 91 |
|
|
2017
Q3 | $338K | Hold |
4,316
| – | – | 0.32% | 96 |
|
|
2017
Q2 | $317K | Hold |
4,316
| – | – | 0.32% | 95 |
|
|
2017
Q1 | $315K | Hold |
4,316
| – | – | 0.34% | 88 |
|
|
2016
Q4 | $306K | Buy |
+4,316
| New | +$306K | 0.36% | 74 |
|