Texas Capital Bank Wealth Management Services’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 | $485K | Buy |
2,120
+361
| +21% | +$82.6K | 0.05% | 138 |
|
2025
Q1 | $407K | Buy |
1,759
+78
| +5% | +$18.1K | 0.04% | 141 |
|
2024
Q4 | $339K | Buy |
1,681
+16
| +1% | +$3.23K | 0.03% | 127 |
|
2024
Q3 | $346K | Sell |
1,665
-5
| -0.3% | -$1.04K | 0.03% | 144 |
|
2024
Q2 | $356K | Sell |
1,670
-131
| -7% | -$27.9K | 0.04% | 140 |
|
2024
Q1 | $384K | Buy |
1,801
+94
| +6% | +$20K | 0.04% | 133 |
|
2023
Q4 | $306K | Sell |
1,707
-23
| -1% | -$4.12K | 0.04% | 151 |
|
2023
Q3 | $264K | Buy |
1,730
+53
| +3% | +$8.08K | 0.03% | 161 |
|
2023
Q2 | $291K | Sell |
1,677
-438
| -21% | -$76K | 0.03% | 167 |
|
2023
Q1 | $345K | Sell |
2,115
-60
| -3% | -$9.79K | 0.04% | 134 |
|
2022
Q4 | $341K | Buy |
2,175
+50
| +2% | +$7.84K | 0.04% | 124 |
|
2022
Q3 | $340K | Sell |
2,125
-72
| -3% | -$11.5K | 0.04% | 110 |
|
2022
Q2 | $336K | Sell |
2,197
-40
| -2% | -$6.12K | 0.04% | 108 |
|
2022
Q1 | $355K | Sell |
2,237
-50
| -2% | -$7.94K | 0.03% | 122 |
|
2021
Q4 | $382K | Sell |
2,287
-50
| -2% | -$8.35K | 0.03% | 124 |
|
2021
Q3 | $349K | Sell |
2,337
-10
| -0.4% | -$1.49K | 0.04% | 117 |
|
2021
Q2 | $329K | Buy |
2,347
+205
| +10% | +$28.7K | 0.04% | 116 |
|
2021
Q1 | $276K | Buy |
+2,142
| New | +$276K | 0.04% | 118 |
|