Robertson Stephens Wealth Management’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 | $2.02M | Sell |
8,807
-870
| -9% | -$199K | 0.06% | 186 |
|
|
2025
Q1 | $2.24M | Buy |
9,677
+170
| +2% | +$39.4K | 0.08% | 179 |
|
|
2024
Q4 | $1.92M | Sell |
9,507
-1,708
| -15% | -$345K | 0.07% | 201 |
|
|
2024
Q3 | $2.33M | Buy |
11,215
+92
| +0.8% | +$19.1K | 0.08% | 182 |
|
|
2024
Q2 | $2.37M | Buy |
11,123
+401
| +4% | +$85.5K | 0.12% | 134 |
|
|
2024
Q1 | $2.29M | Buy |
10,722
+193
| +2% | +$41.1K | 0.12% | 141 |
|
|
2023
Q4 | $1.89M | Sell |
10,529
-423
| -4% | -$75.8K | 0.11% | 147 |
|
|
2023
Q3 | $1.67M | Buy |
10,952
+437
| +4% | +$66.6K | 0.11% | 158 |
|
|
2023
Q2 | $1.82M | Buy |
10,515
+3,093
| +42% | +$536K | 0.13% | 136 |
|
|
2023
Q1 | $1.21M | Buy |
7,422
+857
| +13% | +$140K | 0.09% | 178 |
|
|
2022
Q4 | $1.03M | Sell |
6,565
-15
| -0.2% | -$2.35K | 0.1% | 171 |
|
|
2022
Q3 | $1.05M | Sell |
6,580
-118
| -2% | -$18.9K | 0.11% | 147 |
|
|
2022
Q2 | $1.02M | Sell |
6,698
-1,423
| -18% | -$218K | 0.1% | 154 |
|
|
2022
Q1 | $1.29M | Sell |
8,121
-1,797
| -18% | -$285K | 0.11% | 154 |
|
|
2021
Q4 | $1.66M | Buy |
9,918
+3,525
| +55% | +$588K | 0.14% | 131 |
|
|
2021
Q3 | $954K | Sell |
6,393
-48
| -0.7% | -$7.16K | 0.11% | 124 |
|
|
2021
Q2 | $902K | Sell |
6,441
-2
| -0% | -$280 | 0.11% | 135 |
|
|
2021
Q1 | $831K | Buy |
6,443
+2,243
| +53% | +$289K | 0.13% | 121 |
|
|
2020
Q4 | $495K | Hold |
4,200
| – | – | 0.1% | 142 |
|
|
2020
Q3 | $475K | Hold |
4,200
| – | – | 0.12% | 138 |
|
|
2020
Q2 | $444K | Hold |
4,200
| – | – | 0.13% | 119 |
|
|
2020
Q1 | $389K | Hold |
4,200
| – | – | 0.13% | 118 |
|
|
2019
Q4 | $478K | Hold |
4,200
| – | – | 0.24% | 65 |
|
|
2019
Q3 | $483K | Buy |
+4,200
| New | +$483K | 0.24% | 75 |
|