Welch & Forbes’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 | $1.86M | Buy |
8,134
+1,666
| +26% | +$381K | 0.02% | 182 |
|
|
2025
Q1 | $1.5M | Sell |
6,468
-12
| -0.2% | -$2.78K | 0.02% | 199 |
|
|
2024
Q4 | $1.31M | Buy |
6,480
+361
| +6% | +$72.8K | 0.02% | 208 |
|
|
2024
Q3 | $1.27M | Buy |
6,119
+111
| +2% | +$23K | 0.02% | 213 |
|
|
2024
Q2 | $1.26M | Buy |
6,008
+359
| +6% | +$75.4K | 0.02% | 211 |
|
|
2024
Q1 | $1.2M | Sell |
5,649
-23
| -0.4% | -$4.9K | 0.02% | 218 |
|
|
2023
Q4 | $1.02M | Hold |
5,672
| – | – | 0.02% | 224 |
|
|
2023
Q3 | $865K | Sell |
5,672
-211
| -4% | -$32.2K | 0.01% | 233 |
|
|
2023
Q2 | $1.02M | Sell |
5,883
-199
| -3% | -$34.5K | 0.02% | 226 |
|
|
2023
Q1 | $992K | Buy |
6,082
+440
| +8% | +$71.8K | 0.02% | 231 |
|
|
2022
Q4 | $885K | Hold |
5,642
| – | – | 0.02% | 240 |
|
|
2022
Q3 | $904K | Hold |
5,642
| – | – | 0.02% | 236 |
|
|
2022
Q2 | $863K | Hold |
5,642
| – | – | 0.02% | 243 |
|
|
2022
Q1 | $894K | Buy |
5,642
+34
| +0.6% | +$5.39K | 0.01% | 240 |
|
|
2021
Q4 | $935K | Hold |
5,608
| – | – | 0.01% | 237 |
|
|
2021
Q3 | $838K | Buy |
5,608
+110
| +2% | +$16.4K | 0.01% | 239 |
|
|
2021
Q2 | $771K | Sell |
5,498
-145
| -3% | -$20.3K | 0.01% | 248 |
|
|
2021
Q1 | $728K | Sell |
5,643
-75
| -1% | -$9.68K | 0.01% | 241 |
|
|
2020
Q4 | $674K | Hold |
5,718
| – | – | 0.01% | 245 |
|
|
2020
Q3 | $648K | Buy |
5,718
+130
| +2% | +$14.7K | 0.01% | 228 |
|
|
2020
Q2 | $592K | Sell |
5,588
-116
| -2% | -$12.3K | 0.01% | 229 |
|
|
2020
Q1 | $528K | Buy |
5,704
+210
| +4% | +$19.4K | 0.01% | 233 |
|
|
2019
Q4 | $626K | Sell |
5,494
-25
| -0.5% | -$2.85K | 0.01% | 242 |
|
|
2019
Q3 | $635K | Hold |
5,519
| – | – | 0.02% | 245 |
|
|
2019
Q2 | $637K | Buy |
5,519
+34
| +0.6% | +$3.92K | 0.02% | 242 |
|
|
2019
Q1 | $570K | Buy |
5,485
+100
| +2% | +$10.4K | 0.01% | 245 |
|
|
2018
Q4 | $479K | Buy |
5,385
+60
| +1% | +$5.34K | 0.01% | 249 |
|
|
2018
Q3 | $481K | Sell |
5,325
-108
| -2% | -$9.76K | 0.01% | 262 |
|
|
2018
Q2 | $442K | Buy |
5,433
+368
| +7% | +$29.9K | 0.01% | 261 |
|
|
2018
Q1 | $426K | Sell |
5,065
-270
| -5% | -$22.7K | 0.01% | 270 |
|
|
2017
Q4 | $461K | Buy |
5,335
+300
| +6% | +$25.9K | 0.01% | 253 |
|
|
2017
Q3 | $394K | Hold |
5,035
| – | – | 0.01% | 266 |
|
|
2017
Q2 | $369K | Sell |
5,035
-193
| -4% | -$14.1K | 0.01% | 272 |
|
|
2017
Q1 | $381K | Buy |
5,228
+13
| +0.2% | +$947 | 0.01% | 269 |
|
|
2016
Q4 | $370K | Hold |
5,215
| – | – | 0.01% | 274 |
|
|
2016
Q3 | $333K | Hold |
5,215
| – | – | 0.01% | 243 |
|
|
2016
Q2 | $346K | Hold |
5,215
| – | – | 0.01% | 272 |
|
|
2016
Q1 | $308K | Sell |
5,215
-2,000
| -28% | -$118K | 0.01% | 280 |
|
|
2015
Q4 | $385K | Hold |
7,215
| – | – | 0.01% | 256 |
|
|
2015
Q3 | $359K | Sell |
7,215
-2,550
| -26% | -$127K | 0.01% | 271 |
|
|
2015
Q2 | $453K | Sell |
9,765
-1,000
| -9% | -$46.4K | 0.01% | 258 |
|
|
2015
Q1 | $584K | Sell |
10,765
-832
| -7% | -$45.1K | 0.02% | 246 |
|
|
2014
Q4 | $595K | Sell |
11,597
-832
| -7% | -$42.7K | 0.02% | 246 |
|
|
2014
Q3 | $591K | Buy |
12,429
+1,664
| +15% | +$79.1K | 0.02% | 245 |
|
|
2014
Q2 | $482K | Sell |
10,765
-3,695
| -26% | -$165K | 0.02% | 252 |
|
|
2014
Q1 | $608K | Buy |
14,460
+3,000
| +26% | +$126K | 0.02% | 241 |
|
|
2013
Q4 | $514K | Buy |
11,460
+3,915
| +52% | +$176K | 0.02% | 247 |
|
|
2013
Q3 | $311K | Hold |
7,545
| – | – | 0.01% | 291 |
|
|
2013
Q2 | $304K | Buy |
+7,545
| New | +$304K | 0.01% | 270 |
|