SFM
Stack Financial Management’s Waste Management WM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $33.5M | Sell |
146,517
-1,632
| -1% | -$373K | 2.96% | 8 |
|
|
2025
Q1 | $34.3M | Sell |
148,149
-327
| -0.2% | -$75.7K | 2.86% | 9 |
|
|
2024
Q4 | $30M | Sell |
148,476
-706
| -0.5% | -$142K | 2.74% | 8 |
|
|
2024
Q3 | $31M | Sell |
149,182
-674
| -0.4% | -$140K | 2.78% | 8 |
|
|
2024
Q2 | $32M | Sell |
149,856
-11
| -0% | -$2.35K | 2.96% | 9 |
|
|
2024
Q1 | $31.9M | Sell |
149,867
-398
| -0.3% | -$84.8K | 2.93% | 10 |
|
|
2023
Q4 | $26.9M | Sell |
150,265
-2,984
| -2% | -$534K | 3.04% | 8 |
|
|
2023
Q3 | $23.4M | Buy |
153,249
+1,216
| +0.8% | +$185K | 2.72% | 11 |
|
|
2023
Q2 | $26.4M | Buy |
152,033
+610
| +0.4% | +$106K | 2.95% | 9 |
|
|
2023
Q1 | $24.7M | Buy |
151,423
+3,327
| +2% | +$543K | 3.01% | 8 |
|
|
2022
Q4 | $23.2M | Buy |
148,096
+1,520
| +1% | +$238K | 2.34% | 13 |
|
|
2022
Q3 | $23.5M | Sell |
146,576
-56
| -0% | -$8.97K | 2.46% | 11 |
|
|
2022
Q2 | $22.4M | Sell |
146,632
-1,716
| -1% | -$263K | 2.23% | 12 |
|
|
2022
Q1 | $23.5M | Sell |
148,348
-832
| -0.6% | -$132K | 1.89% | 17 |
|
|
2021
Q4 | $24.9M | Sell |
149,180
-1,391
| -0.9% | -$232K | 2.15% | 16 |
|
|
2021
Q3 | $22.5M | Sell |
150,571
-1,308
| -0.9% | -$195K | 2.15% | 15 |
|
|
2021
Q2 | $21.3M | Buy |
151,879
+623
| +0.4% | +$87.3K | 1.83% | 20 |
|
|
2021
Q1 | $19.5M | Sell |
151,256
-688
| -0.5% | -$88.8K | 1.65% | 25 |
|
|
2020
Q4 | $17.9M | Buy |
151,944
+870
| +0.6% | +$103K | 1.58% | 27 |
|
|
2020
Q3 | $17.1M | Buy |
151,074
+1,583
| +1% | +$179K | 1.72% | 24 |
|
|
2020
Q2 | $15.8M | Buy |
+149,491
| New | +$15.8M | 1.8% | 23 |
|