TKG Advisors’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 | $2.39M | Sell |
10,442
-65
| -0.6% | -$14.9K | 1.07% | 30 |
|
|
2025
Q1 | $2.43M | Buy |
10,507
+159
| +2% | +$36.8K | 1.2% | 30 |
|
|
2024
Q4 | $2.17M | Sell |
10,348
-146
| -1% | -$30.6K | 1% | 37 |
|
|
2024
Q3 | $2.18M | Buy |
10,494
+576
| +6% | +$120K | 1.08% | 35 |
|
|
2024
Q2 | $2.12M | Sell |
9,918
-69
| -0.7% | -$14.7K | 1.15% | 28 |
|
|
2024
Q1 | $2.13M | Sell |
9,987
-1,894
| -16% | -$404K | 1.19% | 27 |
|
|
2023
Q4 | $2.13M | Sell |
11,881
-395
| -3% | -$70.7K | 1.27% | 25 |
|
|
2023
Q3 | $1.87M | Buy |
12,276
+418
| +4% | +$63.7K | 1.25% | 32 |
|
|
2023
Q2 | $2.06M | Sell |
11,858
-571
| -5% | -$99K | 1.34% | 27 |
|
|
2023
Q1 | $2.03M | Sell |
12,429
-4,066
| -25% | -$663K | 1.26% | 25 |
|
|
2022
Q4 | $2.59M | Buy |
16,495
+1,949
| +13% | +$306K | 1.7% | 18 |
|
|
2022
Q3 | $2.33M | Sell |
14,546
-2,067
| -12% | -$331K | 1.85% | 18 |
|
|
2022
Q2 | $2.54M | Buy |
16,613
+425
| +3% | +$65K | 2.18% | 15 |
|
|
2022
Q1 | $2.57M | Buy |
16,188
+5,783
| +56% | +$917K | 2.06% | 14 |
|
|
2021
Q4 | $1.74M | Buy |
+10,405
| New | +$1.74M | 1.37% | 27 |
|