Silver Oak Securities’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 | $1.39M | Sell |
6,057
-2,593
| -30% | -$593K | 0.11% | 192 |
|
|
2025
Q1 | $1.97M | Buy |
8,650
+3,531
| +69% | +$805K | 0.18% | 128 |
|
|
2024
Q4 | $1.04M | Buy |
5,119
+3,063
| +149% | +$620K | 0.1% | 227 |
|
|
2024
Q3 | $423K | Buy |
2,056
+283
| +16% | +$58.2K | 0.04% | 354 |
|
|
2024
Q2 | $378K | Sell |
1,773
-84
| -5% | -$17.9K | 0.06% | 256 |
|
|
2024
Q1 | $396K | Sell |
1,857
-490
| -21% | -$104K | 0.06% | 258 |
|
|
2023
Q4 | $420K | Buy |
2,347
+1,004
| +75% | +$180K | 0.06% | 307 |
|
|
2023
Q3 | $205K | Sell |
1,343
-3,213
| -71% | -$490K | 0.04% | 287 |
|
|
2023
Q2 | $790K | Buy |
4,556
+706
| +18% | +$122K | 0.13% | 170 |
|
|
2023
Q1 | $628K | Buy |
3,850
+2,007
| +109% | +$327K | 0.1% | 161 |
|
|
2022
Q4 | $289K | Buy |
1,843
+500
| +37% | +$78.4K | 0.05% | 234 |
|
|
2022
Q3 | $205K | Buy |
+1,343
| New | +$205K | 0.04% | 287 |
|