Sather Financial Group’s Waste Management WM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,841
| Closed | -$330K | – | 103 |
|
|
2023
Q4 | $330K | Hold |
1,841
| – | – | 0.02% | 69 |
|
|
2023
Q3 | $281K | Hold |
1,841
| – | – | 0.02% | 81 |
|
|
2023
Q2 | $319K | Hold |
1,841
| – | – | 0.03% | 75 |
|
|
2023
Q1 | $300K | Hold |
1,841
| – | – | 0.03% | 76 |
|
|
2022
Q4 | $289K | Hold |
1,841
| – | – | 0.02% | 89 |
|
|
2022
Q3 | $295K | Sell |
1,841
-600
| -25% | -$96.1K | 0.03% | 63 |
|
|
2022
Q2 | $373K | Hold |
2,441
| – | – | 0.04% | 58 |
|
|
2022
Q1 | $387K | Buy |
2,441
+600
| +33% | +$95.1K | 0.03% | 66 |
|
|
2021
Q4 | $307K | Buy |
1,841
+83
| +5% | +$13.8K | 0.03% | 62 |
|
|
2021
Q3 | $263K | Buy |
+1,758
| New | +$263K | 0.03% | 69 |
|