Weinberger Asset 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 | $579K | Sell |
2,529
-4
| -0.2% | -$915 | 0.22% | 56 |
|
|
2025
Q1 | $586K | Buy |
2,533
+2
| +0.1% | +$463 | 0.25% | 52 |
|
|
2024
Q4 | $511K | Hold |
2,531
| – | – | 0.21% | 56 |
|
|
2024
Q3 | $525K | Sell |
2,531
-10
| -0.4% | -$2.08K | 0.22% | 57 |
|
|
2024
Q2 | $542K | Hold |
2,541
| – | – | 0.26% | 51 |
|
|
2024
Q1 | $542K | Buy |
2,541
+11
| +0.4% | +$2.35K | 0.26% | 50 |
|
|
2023
Q4 | $453K | Buy |
2,530
+159
| +7% | +$28.5K | 0.23% | 60 |
|
|
2023
Q3 | $361K | Hold |
2,371
| – | – | 0.21% | 63 |
|
|
2023
Q2 | $411K | Buy |
2,371
+6
| +0.3% | +$1.04K | 0.23% | 60 |
|
|
2023
Q1 | $386K | Hold |
2,365
| – | – | 0.22% | 61 |
|
|
2022
Q4 | $371K | Hold |
2,365
| – | – | 0.23% | 55 |
|
|
2022
Q3 | $379K | Hold |
2,365
| – | – | 0.26% | 53 |
|
|
2022
Q2 | $362K | Buy |
+2,365
| New | +$362K | 0.24% | 56 |
|