West Coast Financial’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 | – | Sell |
-61,023
| Closed | -$14.1M | – | 153 |
|
|
2025
Q1 | $14.1M | Sell |
61,023
-1,968
| -3% | -$456K | 1.61% | 12 |
|
|
2024
Q4 | $12.7M | Buy |
62,991
+471
| +0.8% | +$95K | 1.4% | 13 |
|
|
2024
Q3 | $13M | Buy |
62,520
+60
| +0.1% | +$12.5K | 1.43% | 17 |
|
|
2024
Q2 | $13.3M | Sell |
62,460
-1,002
| -2% | -$214K | 1.58% | 14 |
|
|
2024
Q1 | $13.5M | Sell |
63,462
-894
| -1% | -$191K | 1.64% | 16 |
|
|
2023
Q4 | $11.5M | Buy |
64,356
+5,579
| +9% | +$999K | 1.51% | 20 |
|
|
2023
Q3 | $8.96M | Buy |
58,777
+1,235
| +2% | +$188K | 1.34% | 20 |
|
|
2023
Q2 | $9.98M | Buy |
57,542
+432
| +0.8% | +$74.9K | 1.41% | 19 |
|
|
2023
Q1 | $9.32M | Buy |
57,110
+515
| +0.9% | +$84K | 1.43% | 18 |
|
|
2022
Q4 | $8.88M | Buy |
+56,595
| New | +$8.88M | 1.5% | 19 |
|