Stonegate Investment Group’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 | $3.66M | Buy |
16,015
+60
| +0.4% | +$13.7K | 0.09% | 90 |
|
|
2025
Q1 | $3.69M | Sell |
15,955
-50
| -0.3% | -$11.6K | 0.1% | 81 |
|
|
2024
Q4 | $3.23M | Sell |
16,005
-8
| -0% | -$1.61K | 0.09% | 90 |
|
|
2024
Q3 | $3.32M | Buy |
16,013
+1
| +0% | +$208 | 0.09% | 89 |
|
|
2024
Q2 | $3.42M | Buy |
16,012
+294
| +2% | +$62.7K | 0.1% | 84 |
|
|
2024
Q1 | $3.35M | Buy |
15,718
+2,167
| +16% | +$462K | 0.11% | 90 |
|
|
2023
Q4 | $2.43M | Sell |
13,551
-61
| -0.4% | -$10.9K | 0.08% | 101 |
|
|
2023
Q3 | $2.08M | Sell |
13,612
-705
| -5% | -$107K | 0.08% | 103 |
|
|
2023
Q2 | $2.48M | Sell |
14,317
-85
| -0.6% | -$14.7K | 0.09% | 94 |
|
|
2023
Q1 | $2.35M | Buy |
14,402
+2,818
| +24% | +$460K | 0.09% | 100 |
|
|
2022
Q4 | $1.82M | Sell |
11,584
-311
| -3% | -$48.8K | 0.08% | 101 |
|
|
2022
Q3 | $1.91M | Sell |
11,895
-4,919
| -29% | -$788K | 0.09% | 102 |
|
|
2022
Q2 | $2.57M | Buy |
16,814
+673
| +4% | +$103K | 0.11% | 95 |
|
|
2022
Q1 | $2.56M | Buy |
16,141
+127
| +0.8% | +$20.1K | 0.08% | 86 |
|
|
2021
Q4 | $2.67M | Buy |
+16,014
| New | +$2.67M | 0.11% | 85 |
|