SHGA
Sand Hill Global Advisors’s Waste Management WM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.58M | Buy |
33,124
+410
| +1% | +$93.8K | 0.28% | 56 |
|
|
2025
Q1 | $7.57M | Buy |
32,714
+306
| +0.9% | +$70.8K | 0.31% | 50 |
|
|
2024
Q4 | $6.54M | Sell |
32,408
-983
| -3% | -$198K | 0.28% | 60 |
|
|
2024
Q3 | $6.93M | Sell |
33,391
-258
| -0.8% | -$53.6K | 0.29% | 60 |
|
|
2024
Q2 | $7.18M | Sell |
33,649
-23,072
| -41% | -$4.92M | 0.33% | 51 |
|
|
2024
Q1 | $12.1M | Sell |
56,721
-3,457
| -6% | -$737K | 0.57% | 29 |
|
|
2023
Q4 | $10.8M | Sell |
60,178
-107
| -0.2% | -$19.2K | 0.52% | 32 |
|
|
2023
Q3 | $9.19M | Sell |
60,285
-8,503
| -12% | -$1.3M | 0.51% | 30 |
|
|
2023
Q2 | $11.9M | Sell |
68,788
-2,166
| -3% | -$376K | 0.59% | 25 |
|
|
2023
Q1 | $11.6M | Sell |
70,954
-620
| -0.9% | -$101K | 0.62% | 26 |
|
|
2022
Q4 | $11.2M | Sell |
71,574
-1,858
| -3% | -$291K | 0.63% | 25 |
|
|
2022
Q3 | $11.8M | Sell |
73,432
-2,323
| -3% | -$372K | 0.74% | 21 |
|
|
2022
Q2 | $11.6M | Sell |
75,755
-964
| -1% | -$147K | 0.66% | 24 |
|
|
2022
Q1 | $12.2M | Buy |
76,719
+1,268
| +2% | +$201K | 0.67% | 20 |
|
|
2021
Q4 | $12.6M | Sell |
75,451
-5,602
| -7% | -$935K | 0.71% | 22 |
|
|
2021
Q3 | $12.1M | Sell |
81,053
-1,333
| -2% | -$199K | 0.74% | 21 |
|
|
2021
Q2 | $11.5M | Buy |
82,386
+1,530
| +2% | +$214K | 0.7% | 22 |
|
|
2021
Q1 | $10.4M | Buy |
80,856
+9,422
| +13% | +$1.22M | 0.68% | 23 |
|
|
2020
Q4 | $8.42M | Buy |
71,434
+1,538
| +2% | +$181K | 0.56% | 25 |
|
|
2020
Q3 | $7.91M | Buy |
69,896
+31
| +0% | +$3.51K | 0.6% | 23 |
|
|
2020
Q2 | $7.4M | Buy |
69,865
+1,190
| +2% | +$126K | 0.59% | 23 |
|
|
2020
Q1 | $6.36M | Buy |
68,675
+32,603
| +90% | +$3.02M | 0.6% | 24 |
|
|
2019
Q4 | $4.11M | Buy |
36,072
+842
| +2% | +$96K | 0.37% | 51 |
|
|
2019
Q3 | $4.05M | Sell |
35,230
-1,375
| -4% | -$158K | 0.38% | 47 |
|
|
2019
Q2 | $4.22M | Sell |
36,605
-613
| -2% | -$70.7K | 0.43% | 41 |
|
|
2019
Q1 | $3.87M | Sell |
37,218
-357
| -1% | -$37.1K | 0.39% | 49 |
|
|
2018
Q4 | $3.34M | Buy |
37,575
+122
| +0.3% | +$10.9K | 0.36% | 55 |
|
|
2018
Q3 | $3.38M | Sell |
37,453
-189
| -0.5% | -$17.1K | 0.32% | 55 |
|
|
2018
Q2 | $3.06M | Buy |
+37,642
| New | +$3.06M | 0.3% | 55 |
|