SWM
Stockman Wealth Management’s Waste Management WM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $373K | Hold |
1,631
| – | – | 0.05% | 123 |
|
|
2025
Q1 | $378K | Buy |
1,631
+13
| +0.8% | +$3.01K | 0.06% | 120 |
|
|
2024
Q4 | $326K | Hold |
1,618
| – | – | 0.05% | 129 |
|
|
2024
Q3 | $336K | Sell |
1,618
-922
| -36% | -$191K | 0.05% | 137 |
|
|
2024
Q2 | $542K | Hold |
2,540
| – | – | 0.1% | 98 |
|
|
2024
Q1 | $541K | Sell |
2,540
-22
| -0.9% | -$4.69K | 0.1% | 96 |
|
|
2023
Q4 | $459K | Sell |
2,562
-95
| -4% | -$17K | 0.09% | 103 |
|
|
2023
Q3 | $405K | Buy |
2,657
+95
| +4% | +$14.5K | 0.09% | 112 |
|
|
2023
Q2 | $444K | Buy |
2,562
+4
| +0.2% | +$694 | 0.1% | 115 |
|
|
2023
Q1 | $417K | Sell |
2,558
-9
| -0.4% | -$1.47K | 0.09% | 124 |
|
|
2022
Q4 | $403K | Hold |
2,567
| – | – | 0.09% | 125 |
|
|
2022
Q3 | $411K | Hold |
2,567
| – | – | 0.11% | 108 |
|
|
2022
Q2 | $393K | Hold |
2,567
| – | – | 0.1% | 117 |
|
|
2022
Q1 | $407K | Buy |
2,567
+341
| +15% | +$54.1K | 0.08% | 131 |
|
|
2021
Q4 | $372K | Hold |
2,226
| – | – | 0.08% | 147 |
|
|
2021
Q3 | $332K | Sell |
2,226
-290
| -12% | -$43.3K | 0.07% | 147 |
|
|
2021
Q2 | $353K | Buy |
2,516
+30
| +1% | +$4.21K | 0.08% | 140 |
|
|
2021
Q1 | $321K | Hold |
2,486
| – | – | 0.09% | 136 |
|
|
2020
Q4 | $293K | Buy |
2,486
+290
| +13% | +$34.2K | 0.09% | 135 |
|
|
2020
Q3 | $249K | Hold |
2,196
| – | – | 0.09% | 134 |
|
|
2020
Q2 | $233K | Buy |
+2,196
| New | +$233K | 0.09% | 137 |
|