UCMOK
United Capital Management of KS’s Waste Management WM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.63M | Sell |
7,130
-271
| -4% | -$62K | 0.26% | 60 |
|
|
2025
Q1 | $1.71M | Buy |
7,401
+37
| +0.5% | +$8.57K | 0.35% | 52 |
|
|
2024
Q4 | $1.49M | Buy |
7,364
+52
| +0.7% | +$10.5K | 0.27% | 57 |
|
|
2024
Q3 | $1.52M | Buy |
7,312
+153
| +2% | +$31.8K | 0.33% | 54 |
|
|
2024
Q2 | $1.53M | Sell |
7,159
-132
| -2% | -$28.2K | 0.34% | 51 |
|
|
2024
Q1 | $1.55M | Sell |
7,291
-314
| -4% | -$66.9K | 0.36% | 55 |
|
|
2023
Q4 | $1.36M | Sell |
7,605
-130
| -2% | -$23.3K | 0.41% | 53 |
|
|
2023
Q3 | $1.18M | Sell |
7,735
-184
| -2% | -$28K | 0.4% | 54 |
|
|
2023
Q2 | $1.37M | Sell |
7,919
-58
| -0.7% | -$10.1K | 0.44% | 54 |
|
|
2023
Q1 | $1.3M | Sell |
7,977
-147
| -2% | -$24K | 0.49% | 57 |
|
|
2022
Q4 | $1.27M | Buy |
8,124
+45
| +0.6% | +$7.06K | 0.53% | 53 |
|
|
2022
Q3 | $1.29M | Sell |
8,079
-85
| -1% | -$13.6K | 0.61% | 54 |
|
|
2022
Q2 | $1.25M | Sell |
8,164
-146
| -2% | -$22.3K | 0.59% | 52 |
|
|
2022
Q1 | $1.32M | Sell |
8,310
-55
| -0.7% | -$8.72K | 0.51% | 56 |
|
|
2021
Q4 | $1.4M | Buy |
8,365
+212
| +3% | +$35.4K | 0.52% | 56 |
|
|
2021
Q3 | $1.22M | Buy |
8,153
+135
| +2% | +$20.2K | 0.5% | 56 |
|
|
2021
Q2 | $1.12M | Buy |
8,018
+504
| +7% | +$70.6K | 0.46% | 57 |
|
|
2021
Q1 | $969K | Buy |
7,514
+235
| +3% | +$30.3K | 0.45% | 61 |
|
|
2020
Q4 | $858K | Sell |
7,279
-198
| -3% | -$23.3K | 0.39% | 62 |
|
|
2020
Q3 | $846K | Buy |
7,477
+181
| +2% | +$20.5K | 0.44% | 61 |
|
|
2020
Q2 | $773K | Buy |
+7,296
| New | +$773K | 0.45% | 60 |
|
|
2019
Q2 | – | Sell |
-34,696
| Closed | -$3.68M | – | 108 |
|
|
2019
Q1 | $3.68M | Sell |
34,696
-5,159
| -13% | -$547K | 2.88% | 5 |
|
|
2018
Q4 | $3.55M | Sell |
39,855
-1,337
| -3% | -$119K | 3.29% | 3 |
|
|
2018
Q3 | $3.76M | Buy |
+41,192
| New | +$3.76M | 3.02% | 5 |
|