TLW Wealth Management’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 | $13.6M | Buy |
59,407
+280
| +0.5% | +$64.1K | 7.57% | 6 |
|
|
2025
Q1 | $13.7M | Buy |
59,127
+3,494
| +6% | +$809K | 8.22% | 6 |
|
|
2024
Q4 | $11.2M | Buy |
55,633
+28
| +0.1% | +$5.65K | 6.69% | 10 |
|
|
2024
Q3 | $11.5M | Sell |
55,605
-62
| -0.1% | -$12.9K | 6.86% | 9 |
|
|
2024
Q2 | $11.9M | Sell |
55,667
-1,001
| -2% | -$214K | 7.4% | 5 |
|
|
2024
Q1 | $12.1M | Sell |
56,668
-1
| -0% | -$213 | 7.69% | 6 |
|
|
2023
Q4 | $10.1M | Buy |
56,669
+392
| +0.7% | +$70.2K | 7.23% | 7 |
|
|
2023
Q3 | $8.58M | Sell |
56,277
-30
| -0.1% | -$4.57K | 6.52% | 7 |
|
|
2023
Q2 | $9.76M | Sell |
56,307
-267
| -0.5% | -$46.3K | 7.04% | 7 |
|
|
2023
Q1 | $9.23M | Sell |
56,574
-248
| -0.4% | -$40.5K | 6.96% | 7 |
|
|
2022
Q4 | $8.91M | Buy |
56,822
+1,764
| +3% | +$277K | 7.22% | 6 |
|
|
2022
Q3 | $8.82M | Sell |
55,058
-4,778
| -8% | -$765K | 7.69% | 7 |
|
|
2022
Q2 | $9.15M | Sell |
59,836
-1,246
| -2% | -$191K | 7.14% | 6 |
|
|
2022
Q1 | $9.68M | Buy |
61,082
+832
| +1% | +$132K | 5.67% | 10 |
|
|
2021
Q4 | $10.1M | Buy |
60,250
+1,227
| +2% | +$205K | 5.36% | 11 |
|
|
2021
Q3 | $8.82M | Buy |
59,023
+514
| +0.9% | +$76.8K | 4.82% | 11 |
|
|
2021
Q2 | $8.2M | Buy |
58,509
+240
| +0.4% | +$33.6K | 4.55% | 13 |
|
|
2021
Q1 | $7.52M | Buy |
58,269
+90
| +0.2% | +$11.6K | 4.57% | 13 |
|
|
2020
Q4 | $6.86M | Sell |
58,179
-646
| -1% | -$76.2K | 4.43% | 13 |
|
|
2020
Q3 | $6.66M | Buy |
58,825
+16,000
| +37% | +$1.81M | 4.95% | 12 |
|
|
2020
Q2 | $4.54M | Buy |
42,825
+12,021
| +39% | +$1.27M | 3.91% | 14 |
|
|
2020
Q1 | $2.85M | Buy |
30,804
+328
| +1% | +$30.4K | 3.12% | 18 |
|
|
2019
Q4 | $3.47M | Buy |
30,476
+7,241
| +31% | +$825K | 3.02% | 17 |
|
|
2019
Q3 | $2.67M | Buy |
+23,235
| New | +$2.67M | 2.5% | 18 |
|