Roble Belko & Company’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	$19K	Hold	84	–	–	﹤0.01%	238
2025 Q1	$19K	Hold	84	–	–	﹤0.01%	225
2024 Q4	$17K	Hold	84	–	–	﹤0.01%	224
2024 Q3	$17K	Hold	84	–	–	﹤0.01%	216
2024 Q2	$18K	Hold	84	–	–	﹤0.01%	215
2024 Q1	$18K	Hold	84	–	–	﹤0.01%	221
2023 Q4	$15K	Hold	84	–	–	﹤0.01%	218
2023 Q3	$13K	Hold	84	–	–	﹤0.01%	204
2023 Q2	$15K	Sell	84 -2,473	-97%	-$442K	﹤0.01%	200
2023 Q1	$417K	Sell	2,557 -2,473	-49%	-$403K	0.09%	66
2022 Q4	$789K	Hold	5,030	–	–	0.17%	53
2022 Q3	$806K	Hold	5,030	–	–	0.2%	48
2022 Q2	$770K	Hold	5,030	–	–	0.17%	50
2022 Q1	$797K	Hold	5,030	–	–	0.15%	52
2021 Q4	$840K	Hold	5,030	–	–	0.16%	47
2021 Q3	$751K	Hold	5,030	–	–	0.15%	47
2021 Q2	$705K	Hold	5,030	–	–	0.16%	52
2021 Q1	$649K	Hold	5,030	–	–	0.16%	49
2020 Q4	$593K	Hold	5,030	–	–	0.15%	48
2020 Q3	$569K	Hold	5,030	–	–	0.17%	50
2020 Q2	$533K	Hold	5,030	–	–	0.16%	50
2020 Q1	$466K	Sell	5,030 -374	-7%	-$34.6K	0.15%	52
2019 Q4	$616K	Hold	5,404	–	–	0.17%	48
2019 Q3	$621K	Hold	5,404	–	–	0.18%	47
2019 Q2	$623K	Hold	5,404	–	–	0.19%	45
2019 Q1	$562K	Sell	5,404 -3,675	-40%	-$382K	0.19%	44
2018 Q4	$808K	Buy	9,079 +8,076	+805%	+$719K	0.31%	38
2018 Q3	$91K	Hold	1,003	–	–	0.03%	81
2018 Q2	$82K	Hold	1,003	–	–	0.03%	86
2018 Q1	$84K	Buy	1,003 +850	+556%	+$71.2K	0.03%	90
2017 Q4	$13K	Hold	153	–	–	0.01%	205
2017 Q3	$12K	Hold	153	–	–	0.01%	175
2017 Q2	$11K	Hold	153	–	–	0.01%	184
2017 Q1	$11K	Hold	153	–	–	0.01%	190
2016 Q4	$11K	Buy	+153	New	+$11K	0.01%	201