Scholtz & 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 | $4.32M | Sell |
18,861
-269
| -1% | -$61.6K | 1.89% | 21 |
|
2025
Q1 | $4.43M | Buy |
19,130
+92
| +0.5% | +$21.3K | 2.19% | 18 |
|
2024
Q4 | $3.84M | Buy |
+19,038
| New | +$3.84M | 1.83% | 20 |
|
2018
Q2 | – | Sell |
-3,018
| Closed | -$254K | – | 67 |
|
2018
Q1 | $254K | Buy |
+3,018
| New | +$254K | 0.19% | 54 |
|
2017
Q1 | – | Sell |
-32,945
| Closed | -$2.34M | – | 48 |
|
2016
Q4 | $2.34M | Buy |
+32,945
| New | +$2.34M | 2.03% | 22 |
|