Sittner & Nelson’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 | $96.1K | Hold |
420
| – | – | 0.04% | 194 |
|
|
2025
Q1 | $97.3K | Hold |
420
| – | – | 0.04% | 184 |
|
|
2024
Q4 | $84.8K | Buy |
420
+7
| +2% | +$1.41K | 0.04% | 182 |
|
|
2024
Q3 | $85.8K | Hold |
413
| – | – | 0.04% | 193 |
|
|
2024
Q2 | $88.1K | Hold |
413
| – | – | 0.04% | 172 |
|
|
2024
Q1 | $88.1K | Hold |
413
| – | – | 0.04% | 168 |
|
|
2023
Q4 | $74K | Hold |
413
| – | – | 0.04% | 177 |
|
|
2023
Q3 | $63K | Sell |
413
-236
| -36% | -$36K | 0.04% | 182 |
|
|
2023
Q2 | $113K | Hold |
649
| – | – | 0.06% | 149 |
|
|
2023
Q1 | $106K | Hold |
649
| – | – | 0.06% | 160 |
|
|
2022
Q4 | $102K | Buy |
649
+1
| +0.2% | +$157 | 0.06% | 163 |
|
|
2022
Q3 | $104K | Buy |
648
+2
| +0.3% | +$321 | 0.07% | 152 |
|
|
2022
Q2 | $99K | Buy |
646
+236
| +58% | +$36.2K | 0.06% | 147 |
|
|
2022
Q1 | $65K | Hold |
410
| – | – | 0.04% | 187 |
|
|
2021
Q4 | $69K | Hold |
410
| – | – | 0.04% | 179 |
|
|
2021
Q3 | $61K | Hold |
410
| – | – | 0.04% | 170 |
|
|
2021
Q2 | $58K | Hold |
410
| – | – | 0.04% | 162 |
|
|
2021
Q1 | $53K | Hold |
410
| – | – | 0.04% | 168 |
|
|
2020
Q4 | $48K | Buy |
+410
| New | +$48K | 0.04% | 170 |
|