Tradewinds 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
2025
Q2
$139K Hold
606
0.03% 113
2025
Q1
$140K Sell
606
-5
-0.8% -$1.16K 0.04% 111
2024
Q4
$123K Buy
611
+5
+0.8% +$1.01K 0.03% 134
2024
Q3
$126K Hold
606
0.03% 116
2024
Q2
$129K Sell
606
-95
-14% -$20.3K 0.04% 106
2024
Q1
$149K Hold
701
0.04% 88
2023
Q4
$126K Hold
701
0.05% 67
2023
Q3
$107K Hold
701
0.04% 70
2023
Q2
$122K Hold
701
0.04% 71
2023
Q1
$114K Sell
701
-46
-6% -$7.51K 0.04% 67
2022
Q4
$117K Buy
747
+46
+7% +$7.22K 0.05% 55
2022
Q3
$112K Hold
701
0.05% 60
2022
Q2
$107K Hold
701
0.04% 66
2022
Q1
$111K Buy
701
+1
+0.1% +$158 0.02% 166
2021
Q4
$117K Hold
700
0.02% 164
2021
Q3
$105K Hold
700
0.02% 162
2021
Q2
$98K Buy
+700
New +$98K 0.02% 163
2015
Q1
Sell
-50
Closed -$3K 651
2014
Q4
$3K Hold
50
﹤0.01% 524
2014
Q3
$2K Sell
50
-50
-50% -$2K ﹤0.01% 540
2014
Q2
$4K Sell
100
-70
-41% -$2.8K ﹤0.01% 482
2014
Q1
$7K Buy
170
+70
+70% +$2.88K 0.01% 434
2013
Q4
$4K Buy
+100
New +$4K ﹤0.01% 469