VHAM
Van Hulzen Asset Management’s Waste Management WM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $863K | Buy |
3,772
+69
| +2% | +$15.8K | 0.07% | 168 |
|
|
2025
Q1 | $857K | Sell |
3,703
-194
| -5% | -$44.9K | 0.08% | 164 |
|
|
2024
Q4 | $786K | Hold |
3,897
| – | – | 0.06% | 183 |
|
|
2024
Q3 | $809K | Sell |
3,897
-5,221
| -57% | -$1.08M | 0.06% | 176 |
|
|
2024
Q2 | $1.95M | Sell |
9,118
-9,786
| -52% | -$2.09M | 0.13% | 112 |
|
|
2024
Q1 | $4.03M | Sell |
18,904
-86,721
| -82% | -$18.5M | 0.27% | 71 |
|
|
2023
Q4 | $18.9M | Sell |
105,625
-353
| -0.3% | -$63.2K | 1.33% | 21 |
|
|
2023
Q3 | $16.2M | Buy |
105,978
+17,519
| +20% | +$2.67M | 1.24% | 23 |
|
|
2023
Q2 | $15.3M | Buy |
88,459
+45,151
| +104% | +$7.83M | 1.31% | 26 |
|
|
2023
Q1 | $7.06M | Buy |
43,308
+26,294
| +155% | +$4.29M | 0.66% | 44 |
|
|
2022
Q4 | $2.68M | Buy |
17,014
+867
| +5% | +$136K | 0.31% | 73 |
|
|
2022
Q3 | $2.59M | Buy |
16,147
+10,903
| +208% | +$1.75M | 0.32% | 71 |
|
|
2022
Q2 | $802K | Sell |
5,244
-61
| -1% | -$9.33K | 0.1% | 129 |
|
|
2022
Q1 | $841K | Sell |
5,305
-318
| -6% | -$50.4K | 0.09% | 127 |
|
|
2021
Q4 | $938K | Sell |
5,623
-475
| -8% | -$79.2K | 0.1% | 122 |
|
|
2021
Q3 | $911K | Sell |
6,098
-40
| -0.7% | -$5.98K | 0.14% | 97 |
|
|
2021
Q2 | $860K | Sell |
6,138
-300
| -5% | -$42K | 0.13% | 97 |
|
|
2021
Q1 | $831K | Sell |
6,438
-49,471
| -88% | -$6.39M | 0.13% | 97 |
|
|
2020
Q4 | $6.59M | Sell |
55,909
-4,725
| -8% | -$557K | 1% | 33 |
|
|
2020
Q3 | $6.86M | Sell |
60,634
-2,491
| -4% | -$282K | 1.03% | 31 |
|
|
2020
Q2 | $6.69M | Sell |
63,125
-3,762
| -6% | -$398K | 1% | 33 |
|
|
2020
Q1 | $6.19M | Buy |
66,887
+61,663
| +1,180% | +$5.71M | 1.33% | 22 |
|
|
2019
Q4 | $595K | Buy |
5,224
+10
| +0.2% | +$1.14K | 0.12% | 126 |
|
|
2019
Q3 | $600K | Sell |
5,214
-116
| -2% | -$13.3K | 0.13% | 115 |
|
|
2019
Q2 | $615K | Buy |
5,330
+886
| +20% | +$102K | 0.13% | 111 |
|
|
2019
Q1 | $462K | Buy |
4,444
+76
| +2% | +$7.9K | 0.12% | 120 |
|
|
2018
Q4 | $389K | Buy |
4,368
+1,156
| +36% | +$103K | 0.11% | 132 |
|
|
2018
Q3 | $290K | Sell |
3,212
-300
| -9% | -$27.1K | 0.08% | 170 |
|
|
2018
Q2 | $286K | Buy |
3,512
+500
| +17% | +$40.7K | 0.08% | 154 |
|
|
2018
Q1 | $253K | Buy |
3,012
+488
| +19% | +$41K | 0.08% | 161 |
|
|
2017
Q4 | $218K | Buy |
+2,524
| New | +$218K | 0.07% | 191 |
|