West Branch Capital’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 | $27.5K | Hold |
120
| – | – | 0.01% | 186 |
|
|
2025
Q1 | $27.8K | Buy |
120
+49
| +69% | +$11.3K | 0.01% | 190 |
|
|
2024
Q4 | $14.3K | Hold |
71
| – | – | ﹤0.01% | 242 |
|
|
2024
Q3 | $14.7K | Buy |
71
+1
| +1% | +$208 | 0.01% | 243 |
|
|
2024
Q2 | $14.9K | Hold |
70
| – | – | 0.01% | 243 |
|
|
2024
Q1 | $14.9K | Hold |
70
| – | – | 0.01% | 248 |
|
|
2023
Q4 | $12.5K | Sell |
70
-40
| -36% | -$7.16K | 0.01% | 262 |
|
|
2023
Q3 | $16.8K | Hold |
110
| – | – | 0.01% | 238 |
|
|
2023
Q2 | $19.1K | Hold |
110
| – | – | 0.01% | 232 |
|
|
2023
Q1 | $17.9K | Sell |
110
-300
| -73% | -$49K | 0.01% | 239 |
|
|
2022
Q4 | $64.3K | Hold |
410
| – | – | 0.04% | 146 |
|
|
2022
Q3 | $66K | Hold |
410
| – | – | 0.04% | 149 |
|
|
2022
Q2 | $63K | Hold |
410
| – | – | 0.04% | 159 |
|
|
2022
Q1 | $65K | Hold |
410
| – | – | 0.03% | 167 |
|
|
2021
Q4 | $68K | Hold |
410
| – | – | 0.03% | 180 |
|
|
2021
Q3 | $61K | Hold |
410
| – | – | 0.03% | 176 |
|
|
2021
Q2 | $57K | Buy |
+410
| New | +$57K | 0.03% | 186 |
|