Waldron Private Wealth’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 | $1.92M | Sell |
8,391
-79
| -0.9% | -$18.1K | 0.08% | 89 |
|
|
2025
Q1 | $1.96M | Sell |
8,470
-4,351
| -34% | -$1.01M | 0.09% | 84 |
|
|
2024
Q4 | $2.59M | Buy |
12,821
+94
| +0.7% | +$19K | 0.1% | 97 |
|
|
2024
Q3 | $2.64M | Buy |
12,727
+46
| +0.4% | +$9.55K | 0.11% | 92 |
|
|
2024
Q2 | $2.71M | Sell |
12,681
-21
| -0.2% | -$4.48K | 0.12% | 87 |
|
|
2024
Q1 | $2.71M | Sell |
12,702
-21
| -0.2% | -$4.48K | 0.12% | 86 |
|
|
2023
Q4 | $2.28M | Sell |
12,723
-155
| -1% | -$27.8K | 0.11% | 89 |
|
|
2023
Q3 | $1.96M | Buy |
12,878
+293
| +2% | +$44.7K | 0.1% | 100 |
|
|
2023
Q2 | $2.18M | Sell |
12,585
-498
| -4% | -$86.4K | 0.11% | 95 |
|
|
2023
Q1 | $2.13M | Buy |
13,083
+186
| +1% | +$30.4K | 0.1% | 104 |
|
|
2022
Q4 | $2.07M | Hold |
12,897
| – | – | 0.13% | 102 |
|
|
2022
Q3 | $2.07M | Buy |
12,897
+509
| +4% | +$81.5K | 0.13% | 102 |
|
|
2022
Q2 | $1.9M | Buy |
12,388
+76
| +0.6% | +$11.6K | 0.11% | 115 |
|
|
2022
Q1 | $1.95M | Buy |
12,312
+110
| +0.9% | +$17.4K | 0.1% | 115 |
|
|
2021
Q4 | $2.04M | Sell |
12,202
-6
| -0% | -$1K | 0.1% | 115 |
|
|
2021
Q3 | $1.82M | Sell |
12,208
-13
| -0.1% | -$1.94K | 0.11% | 108 |
|
|
2021
Q2 | $1.71M | Sell |
12,221
-242
| -2% | -$33.9K | 0.11% | 107 |
|
|
2021
Q1 | $1.61M | Buy |
12,463
+410
| +3% | +$52.9K | 0.11% | 101 |
|
|
2020
Q4 | $1.42M | Sell |
12,053
-29
| -0.2% | -$3.42K | 0.11% | 104 |
|
|
2020
Q3 | $1.37M | Buy |
12,082
+1
| +0% | +$113 | 0.12% | 101 |
|
|
2020
Q2 | $1.28M | Sell |
12,081
-5,337
| -31% | -$565K | 0.11% | 101 |
|
|
2020
Q1 | $1.61M | Buy |
17,418
+31
| +0.2% | +$2.87K | 0.17% | 81 |
|
|
2019
Q4 | $1.98M | Sell |
17,387
-130
| -0.7% | -$14.8K | 0.18% | 74 |
|
|
2019
Q3 | $2.01M | Buy |
+17,517
| New | +$2.01M | 0.21% | 70 |
|