Tilia Fiduciary Partners’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 | $356K | Hold |
1,555
| – | – | 0.22% | 90 |
|
|
2025
Q1 | $360K | Sell |
1,555
-5
| -0.3% | -$1.16K | 0.24% | 87 |
|
|
2024
Q4 | $315K | Sell |
1,560
-34
| -2% | -$6.86K | 0.21% | 91 |
|
|
2024
Q3 | $331K | Buy |
1,594
+27
| +2% | +$5.61K | 0.23% | 89 |
|
|
2024
Q2 | $334K | Sell |
1,567
-64
| -4% | -$13.7K | 0.26% | 82 |
|
|
2024
Q1 | $348K | Sell |
1,631
-33
| -2% | -$7.03K | 0.28% | 81 |
|
|
2023
Q4 | $298K | Sell |
1,664
-388
| -19% | -$69.5K | 0.28% | 83 |
|
|
2023
Q3 | $313K | Buy |
2,052
+187
| +10% | +$28.5K | 0.33% | 80 |
|
|
2023
Q2 | $323K | Sell |
1,865
-151
| -7% | -$26.2K | 0.29% | 76 |
|
|
2023
Q1 | $329K | Sell |
2,016
-379
| -16% | -$61.9K | 0.31% | 82 |
|
|
2022
Q4 | $376K | Sell |
2,395
-921
| -28% | -$145K | 0.36% | 77 |
|
|
2022
Q3 | $518K | Sell |
3,316
-4,635
| -58% | -$724K | 0.52% | 63 |
|
|
2022
Q2 | $1.2M | Buy |
7,951
+125
| +2% | +$18.9K | 1.15% | 21 |
|
|
2022
Q1 | $1.24M | Sell |
7,826
-123
| -2% | -$19.5K | 1.05% | 25 |
|
|
2021
Q4 | $1.33M | Buy |
+7,949
| New | +$1.33M | 1.07% | 25 |
|