SlateStone Wealth’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 | $499K | Sell |
2,180
-100
| -4% | -$22.9K | 0.05% | 207 |
|
|
2025
Q1 | $528K | Sell |
2,280
-119
| -5% | -$27.6K | 0.05% | 200 |
|
|
2024
Q4 | $484K | Buy |
2,399
+96
| +4% | +$19.4K | 0.05% | 209 |
|
|
2024
Q3 | $478K | Buy |
2,303
+170
| +8% | +$35.3K | 0.04% | 212 |
|
|
2024
Q2 | $455K | Sell |
2,133
-176
| -8% | -$37.5K | 0.05% | 210 |
|
|
2024
Q1 | $492K | Buy |
2,309
+123
| +6% | +$26.2K | 0.05% | 203 |
|
|
2023
Q4 | $392K | Sell |
2,186
-727
| -25% | -$130K | 0.05% | 181 |
|
|
2023
Q3 | $444K | Sell |
2,913
-131
| -4% | -$20K | 0.06% | 163 |
|
|
2023
Q2 | $528K | Buy |
3,044
+293
| +11% | +$50.8K | 0.1% | 129 |
|
|
2023
Q1 | $449K | Sell |
2,751
-157
| -5% | -$25.6K | 0.09% | 148 |
|
|
2022
Q4 | $456K | Buy |
2,908
+792
| +37% | +$124K | 0.11% | 120 |
|
|
2022
Q3 | $339K | Buy |
+2,116
| New | +$339K | 0.09% | 141 |
|