Sustainable Insight Capital Management’s Waste Management WM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-7,700
Closed -$1.64M 94
2024
Q2
$1.64M Sell
7,700
-1,070
-12% -$228K 0.82% 33
2024
Q1
$1.87M Buy
8,770
+700
+9% +$149K 1.35% 27
2023
Q4
$1.45M Sell
8,070
-4,400
-35% -$788K 1.18% 30
2023
Q3
$1.9M Sell
12,470
-14,400
-54% -$2.2M 1.86% 26
2023
Q2
$4.66M Buy
+26,870
New +$4.66M 4.32% 9