Vaughan David Investments’s Waste Management WM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $343K | Buy |
1,500
+45
| +3% | +$10.3K | 0.01% | 183 |
|
|
2025
Q1 | $337K | Sell |
1,455
-20
| -1% | -$4.63K | 0.01% | 170 |
|
|
2024
Q4 | $298K | Buy |
1,475
+5
| +0.3% | +$1.01K | 0.01% | 181 |
|
|
2024
Q3 | $305K | Sell |
1,470
-190
| -11% | -$39.4K | 0.01% | 184 |
|
|
2024
Q2 | $354K | Sell |
1,660
-562
| -25% | -$120K | 0.01% | 167 |
|
|
2024
Q1 | $474K | Buy |
2,222
+562
| +34% | +$120K | 0.01% | 166 |
|
|
2023
Q4 | $297K | Sell |
1,660
-47
| -3% | -$8.41K | 0.01% | 174 |
|
|
2023
Q3 | $260K | Buy |
1,707
+32
| +2% | +$4.87K | 0.01% | 176 |
|
|
2023
Q2 | $290K | Sell |
1,675
-50
| -3% | -$8.66K | 0.01% | 176 |
|
|
2023
Q1 | $281K | Buy |
1,725
+33
| +2% | +$5.38K | 0.01% | 176 |
|
|
2022
Q4 | $265K | Sell |
1,692
-11
| -0.6% | -$1.72K | 0.01% | 177 |
|
|
2022
Q3 | $273K | Buy |
1,703
+11
| +0.7% | +$1.76K | 0.01% | 169 |
|
|
2022
Q2 | $259K | Sell |
1,692
-100
| -6% | -$15.3K | 0.01% | 170 |
|
|
2022
Q1 | $284K | Hold |
1,792
| – | – | 0.01% | 175 |
|
|
2021
Q4 | $299K | Hold |
1,792
| – | – | 0.01% | 175 |
|
|
2021
Q3 | $268K | Hold |
1,792
| – | – | 0.01% | 173 |
|
|
2021
Q2 | $251K | Hold |
1,792
| – | – | 0.01% | 184 |
|
|
2021
Q1 | $231K | Hold |
1,792
| – | – | 0.01% | 183 |
|
|
2020
Q4 | $211K | Sell |
1,792
-7
| -0.4% | -$824 | 0.01% | 183 |
|
|
2020
Q3 | $204K | Buy |
+1,799
| New | +$204K | 0.01% | 175 |
|