Waverton Investment 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 | $932K | Buy |
4,073
+309
| +8% | +$70.7K | 0.01% | 71 |
|
|
2025
Q1 | $871K | Hold |
3,764
| – | – | 0.01% | 72 |
|
|
2024
Q4 | $759K | Buy |
3,764
+1,164
| +45% | +$235K | 0.01% | 74 |
|
|
2024
Q3 | $539K | Sell |
2,600
-500
| -16% | -$104K | 0.01% | 81 |
|
|
2024
Q2 | $662K | Hold |
3,100
| – | – | 0.01% | 78 |
|
|
2024
Q1 | $661K | Hold |
3,100
| – | – | 0.01% | 78 |
|
|
2023
Q4 | $556K | Buy |
+3,100
| New | +$556K | 0.01% | 78 |
|