WBH Advisory’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 | $1.54M | Sell |
6,741
-694
| -9% | -$159K | 0.13% | 118 |
|
|
2025
Q1 | $1.72M | Sell |
7,435
-182
| -2% | -$42.1K | 0.16% | 107 |
|
|
2024
Q4 | $1.54M | Buy |
7,617
+237
| +3% | +$47.8K | 0.14% | 111 |
|
|
2024
Q3 | $1.53M | Sell |
7,380
-85
| -1% | -$17.6K | 0.15% | 114 |
|
|
2024
Q2 | $1.59M | Sell |
7,465
-272
| -4% | -$58K | 0.16% | 107 |
|
|
2024
Q1 | $1.65M | Sell |
7,737
-260
| -3% | -$55.4K | 0.17% | 105 |
|
|
2023
Q4 | $1.43M | Sell |
7,997
-111
| -1% | -$19.9K | 0.16% | 113 |
|
|
2023
Q3 | $1.24M | Sell |
8,108
-80
| -1% | -$12.2K | 0.15% | 121 |
|
|
2023
Q2 | $1.42M | Sell |
8,188
-225
| -3% | -$39K | 0.17% | 114 |
|
|
2023
Q1 | $1.37M | Buy |
+8,413
| New | +$1.37M | 0.17% | 116 |
|
|
2022
Q3 | $1.49M | Sell |
9,298
-29
| -0.3% | -$4.65K | 0.22% | 105 |
|
|
2022
Q2 | $1.42M | Sell |
9,327
-24
| -0.3% | -$3.66K | 0.19% | 114 |
|
|
2022
Q1 | $1.59M | Sell |
9,351
-656
| -7% | -$111K | 0.19% | 106 |
|
|
2021
Q4 | $1.67M | Sell |
10,007
-164
| -2% | -$27.4K | 0.19% | 104 |
|
|
2021
Q3 | $1.52M | Buy |
10,171
+1
| +0% | +$149 | 0.2% | 111 |
|
|
2021
Q2 | $1.49M | Sell |
10,170
-149
| -1% | -$21.9K | 0.22% | 95 |
|
|
2021
Q1 | $1.33M | Sell |
10,319
-594
| -5% | -$76.6K | 0.22% | 95 |
|
|
2020
Q4 | $1.26M | Sell |
10,913
-330
| -3% | -$38K | 0.22% | 96 |
|
|
2020
Q3 | $1.27M | Sell |
11,243
-116
| -1% | -$13.1K | 0.26% | 86 |
|
|
2020
Q2 | $1.2M | Sell |
11,359
-148
| -1% | -$15.7K | 0.29% | 85 |
|
|
2020
Q1 | $1.07K | Sell |
11,507
-129
| -1% | -$12 | 0.25% | 81 |
|
|
2019
Q4 | $1.33M | Sell |
11,636
-123
| -1% | -$14K | 0.27% | 84 |
|
|
2019
Q3 | $1.35M | Sell |
11,759
-124
| -1% | -$14.3K | 0.3% | 82 |
|
|
2019
Q2 | $1.37M | Sell |
11,883
-179
| -1% | -$20.7K | 0.32% | 76 |
|
|
2019
Q1 | $1.25M | Buy |
12,062
+27
| +0.2% | +$2.81K | 0.3% | 79 |
|
|
2018
Q4 | $1.07K | Sell |
12,035
-294
| -2% | -$26 | 0.26% | 88 |
|
|
2018
Q3 | $1.11M | Sell |
12,329
-323
| -3% | -$29.2K | 0.27% | 90 |
|
|
2018
Q2 | $1.03M | Sell |
12,652
-599
| -5% | -$48.7K | 0.27% | 90 |
|
|
2018
Q1 | $1.11M | Buy |
13,251
+1
| +0% | +$84 | 0.3% | 81 |
|
|
2017
Q4 | $1.14M | Sell |
13,250
-293
| -2% | -$25.3K | 0.3% | 81 |
|
|
2017
Q3 | $1.06M | Sell |
13,543
-128
| -0.9% | -$10K | 0.3% | 81 |
|
|
2017
Q2 | $1M | Sell |
13,671
-24
| -0.2% | -$1.76K | 0.28% | 82 |
|
|
2017
Q1 | $998K | Sell |
13,695
-163
| -1% | -$11.9K | 0.3% | 80 |
|
|
2016
Q4 | $982K | Buy |
13,858
+2
| +0% | +$142 | 0.33% | 72 |
|
|
2016
Q3 | $883K | Buy |
13,856
+902
| +7% | +$57.5K | 0.3% | 79 |
|
|
2016
Q2 | $858K | Sell |
12,954
-69
| -0.5% | -$4.57K | 0.33% | 73 |
|
|
2016
Q1 | $768K | Buy |
13,023
+2,853
| +28% | +$168K | 0.26% | 79 |
|
|
2015
Q4 | $542 | Buy |
10,170
+52
| +0.5% | +$3 | 0.19% | 103 |
|
|
2015
Q3 | $503K | Sell |
10,118
-197
| -2% | -$9.79K | 0.21% | 112 |
|
|
2015
Q2 | $478K | Sell |
10,315
-402
| -4% | -$18.6K | 0.19% | 122 |
|
|
2015
Q1 | $581 | Buy |
10,717
+2
| +0% | – | 0.16% | 110 |
|
|
2014
Q4 | $549K | Sell |
10,715
-617
| -5% | -$31.6K | 0.21% | 111 |
|
|
2014
Q3 | $538K | Buy |
11,332
+2
| +0% | +$95 | 0.19% | 112 |
|
|
2014
Q2 | $506K | Sell |
11,330
-172
| -1% | -$7.68K | 0.19% | 127 |
|
|
2014
Q1 | $483K | Buy |
11,502
+949
| +9% | +$39.9K | 0.19% | 123 |
|
|
2013
Q4 | $473K | Buy |
10,553
+467
| +5% | +$20.9K | 0.19% | 123 |
|
|
2013
Q3 | $416K | Sell |
10,086
-16
| -0.2% | -$660 | 0.19% | 127 |
|
|
2013
Q2 | $407K | Buy |
+10,102
| New | +$407K | 0.19% | 128 |
|