Stokes Family Office’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 | $440K | Buy |
1,921
+52
| +3% | +$11.9K | 0.05% | 176 |
|
|
2025
Q1 | $433K | Hold |
1,869
| – | – | 0.05% | 172 |
|
|
2024
Q4 | $377K | Sell |
1,869
-42
| -2% | -$8.48K | 0.04% | 184 |
|
|
2024
Q3 | $397K | Hold |
1,911
| – | – | 0.04% | 174 |
|
|
2024
Q2 | $408K | Buy |
1,911
+57
| +3% | +$12.2K | 0.05% | 166 |
|
|
2024
Q1 | $395K | Buy |
1,854
+66
| +4% | +$14.1K | 0.05% | 166 |
|
|
2023
Q4 | $320K | Sell |
1,788
-5,570
| -76% | -$998K | 0.04% | 170 |
|
|
2023
Q3 | $1.12M | Buy |
7,358
+119
| +2% | +$18.1K | 0.13% | 121 |
|
|
2023
Q2 | $1.26M | Buy |
7,239
+165
| +2% | +$28.6K | 0.15% | 111 |
|
|
2023
Q1 | $1.15M | Buy |
7,074
+1,604
| +29% | +$262K | 0.14% | 113 |
|
|
2022
Q4 | $858K | Sell |
5,470
-660
| -11% | -$104K | 0.11% | 117 |
|
|
2022
Q3 | $982K | Buy |
6,130
+453
| +8% | +$72.6K | 0.14% | 108 |
|
|
2022
Q2 | $869K | Buy |
5,677
+328
| +6% | +$50.2K | 0.12% | 119 |
|
|
2022
Q1 | $848K | Buy |
5,349
+68
| +1% | +$10.8K | 0.11% | 116 |
|
|
2021
Q4 | $881K | Buy |
5,281
+117
| +2% | +$19.5K | 0.11% | 113 |
|
|
2021
Q3 | $771K | Buy |
5,164
+1,159
| +29% | +$173K | 0.11% | 113 |
|
|
2021
Q2 | $561K | Buy |
4,005
+187
| +5% | +$26.2K | 0.08% | 130 |
|
|
2021
Q1 | $493K | Buy |
3,818
+1,022
| +37% | +$132K | 0.08% | 133 |
|
|
2020
Q4 | $330K | Sell |
2,796
-187
| -6% | -$22.1K | 0.07% | 135 |
|
|
2020
Q3 | $338K | Buy |
+2,983
| New | +$338K | 0.08% | 119 |
|