Stockman Wealth Management’s Waste Management WM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$373K	Sell	1,625 -8	-0.5%	-$1.84K	0.04%	124
2025 Q4	$359K	Hold	1,633	–	–	0.04%	124
2025 Q3	$361K	Buy	1,633 +2	+0.1%	+$450	0.04%	126
2025 Q2	$373K	Hold	1,631	–	–	0.05%	123
2025 Q1	$378K	Buy	1,631 +13	+0.8%	+$2.88K	0.06%	120
2024 Q4	$326K	Hold	1,618	–	–	0.05%	129
2024 Q3	$336K	Sell	1,618 -922	-36%	-$192K	0.05%	137
2024 Q2	$542K	Hold	2,540	–	–	0.1%	98
2024 Q1	$541K	Sell	2,540 -22	-0.9%	-$4.32K	0.1%	96
2023 Q4	$459K	Sell	2,562 -95	-4%	-$15.9K	0.09%	103
2023 Q3	$405K	Buy	2,657 +95	+4%	+$15.4K	0.09%	112
2023 Q2	$444K	Buy	2,562 +4	+0.2%	+$661	0.1%	115
2023 Q1	$417K	Sell	2,558 -9	-0.4%	-$1.38K	0.09%	124
2022 Q4	$403K	Hold	2,567	–	–	0.09%	126
2022 Q3	$411K	Hold	2,567	–	–	0.11%	109
2022 Q2	$393K	Hold	2,567	–	–	0.1%	117
2022 Q1	$407K	Buy	2,567 +341	+15%	+$51.7K	0.08%	131
2021 Q4	$372K	Hold	2,226	–	–	0.08%	147
2021 Q3	$332K	Sell	2,226 -290	-12%	-$43.4K	0.07%	147
2021 Q2	$353K	Buy	2,516 +30	+1%	+$4.15K	0.08%	140
2021 Q1	$321K	Hold	2,486	–	–	0.09%	136
2020 Q4	$293K	Buy	2,486 +290	+13%	+$33.8K	0.09%	135
2020 Q3	$249K	Hold	2,196	–	–	0.09%	134
2020 Q2	$233K	Buy	+2,196	New	+$222K	0.09%	137