Sage Mountain 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 | $706K | Buy |
3,085
+578
| +23% | +$132K | 0.05% | 190 |
|
|
2025
Q1 | $580K | Buy |
2,507
+1,120
| +81% | +$259K | 0.04% | 198 |
|
|
2024
Q4 | $280K | Buy |
1,387
+23
| +2% | +$4.64K | 0.02% | 308 |
|
|
2024
Q3 | $283K | Sell |
1,364
-53
| -4% | -$11K | 0.02% | 299 |
|
|
2024
Q2 | $302K | Buy |
1,417
+246
| +21% | +$52.5K | 0.03% | 250 |
|
|
2024
Q1 | $250K | Sell |
1,171
-281
| -19% | -$59.9K | 0.03% | 278 |
|
|
2023
Q4 | $260K | Buy |
1,452
+135
| +10% | +$24.2K | 0.03% | 222 |
|
|
2023
Q3 | $201K | Sell |
1,317
-385
| -23% | -$58.7K | 0.03% | 254 |
|
|
2023
Q2 | $295K | Buy |
1,702
+299
| +21% | +$51.8K | 0.04% | 181 |
|
|
2023
Q1 | $229K | Buy |
+1,403
| New | +$229K | 0.04% | 206 |
|