Sterling Investment Advisors (Pennsylvania)’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 | $386K | Sell |
1,686
-74
| -4% | -$16.9K | 0.08% | 143 |
|
|
2025
Q1 | $407K | Buy |
1,760
+176
| +11% | +$40.7K | 0.1% | 133 |
|
|
2024
Q4 | $320K | Buy |
1,584
+201
| +15% | +$40.5K | 0.08% | 128 |
|
|
2024
Q3 | $287K | Buy |
1,383
+1
| +0.1% | +$208 | 0.07% | 125 |
|
|
2024
Q2 | $295K | Hold |
1,382
| – | – | 0.08% | 120 |
|
|
2024
Q1 | $294K | Buy |
1,382
+1
| +0.1% | +$213 | 0.08% | 122 |
|
|
2023
Q4 | $247K | Buy |
1,381
+1
| +0.1% | +$179 | 0.08% | 123 |
|
|
2023
Q3 | $210K | Sell |
1,380
-20
| -1% | -$3.05K | 0.07% | 126 |
|
|
2023
Q2 | $243K | Buy |
1,400
+1
| +0.1% | +$173 | 0.08% | 120 |
|
|
2023
Q1 | $228K | Buy |
1,399
+1
| +0.1% | +$163 | 0.08% | 122 |
|
|
2022
Q4 | $219K | Sell |
1,398
-500
| -26% | -$78.5K | 0.08% | 131 |
|
|
2022
Q3 | $304K | Buy |
1,898
+1
| +0.1% | +$160 | 0.11% | 116 |
|
|
2022
Q2 | $290K | Sell |
1,897
-199
| -9% | -$30.4K | 0.1% | 115 |
|
|
2022
Q1 | $332K | Buy |
2,096
+100
| +5% | +$15.8K | 0.09% | 118 |
|
|
2021
Q4 | $333K | Hold |
1,996
| – | – | 0.09% | 118 |
|
|
2021
Q3 | $298K | Buy |
1,996
+1
| +0.1% | +$149 | 0.09% | 128 |
|
|
2021
Q2 | $280K | Sell |
1,995
-170
| -8% | -$23.9K | 0.08% | 132 |
|
|
2021
Q1 | $279K | Sell |
2,165
-25
| -1% | -$3.22K | 0.09% | 124 |
|
|
2020
Q4 | $258K | Hold |
2,190
| – | – | 0.09% | 120 |
|
|
2020
Q3 | $248K | Hold |
2,190
| – | – | 0.1% | 113 |
|
|
2020
Q2 | $231K | Buy |
+2,190
| New | +$231K | 0.1% | 116 |
|