Sage Investment Advisers’s Waste Management WM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.48M | Sell |
7,132
-91
| -1% | -$18.9K | 1.55% | 22 |
|
|
2024
Q2 | $1.54M | Sell |
7,223
-75
| -1% | -$16K | 1.74% | 20 |
|
|
2024
Q1 | $1.56M | Sell |
7,298
-746
| -9% | -$159K | 1.78% | 18 |
|
|
2023
Q4 | $1.44M | Hold |
8,044
| – | – | 1.75% | 20 |
|
|
2023
Q3 | $1.23M | Sell |
8,044
-600
| -7% | -$91.5K | 1.68% | 25 |
|
|
2023
Q2 | $1.5M | Sell |
8,644
-900
| -9% | -$156K | 2% | 22 |
|
|
2023
Q1 | $1.56M | Hold |
9,544
| – | – | 2.08% | 19 |
|
|
2022
Q4 | $1.5M | Sell |
9,544
-100
| -1% | -$15.7K | 2.13% | 18 |
|
|
2022
Q3 | $1.55M | Sell |
9,644
-620
| -6% | -$99.3K | 2.44% | 14 |
|
|
2022
Q2 | $1.57M | Sell |
10,264
-891
| -8% | -$136K | 2.46% | 13 |
|
|
2022
Q1 | $1.77M | Sell |
11,155
-1,000
| -8% | -$158K | 2.34% | 13 |
|
|
2021
Q4 | $2.03M | Buy |
+12,155
| New | +$2.03M | 2.61% | 11 |
|