West Family Investments’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 | $1.81M | Buy |
7,897
+859
| +12% | +$197K | 0.47% | 34 |
|
|
2025
Q1 | $1.63M | Hold |
7,038
| – | – | 0.61% | 27 |
|
|
2024
Q4 | $1.42M | Sell |
7,038
-197
| -3% | -$39.8K | 0.49% | 37 |
|
|
2024
Q3 | $1.5M | Sell |
7,235
-31
| -0.4% | -$6.44K | 0.51% | 36 |
|
|
2024
Q2 | $1.55M | Sell |
7,266
-45
| -0.6% | -$9.6K | 0.46% | 45 |
|
|
2024
Q1 | $1.56M | Sell |
7,311
-66
| -0.9% | -$14.1K | 0.48% | 43 |
|
|
2023
Q4 | $1.32M | Buy |
7,377
+38
| +0.5% | +$6.81K | 0.45% | 47 |
|
|
2023
Q3 | $1.12M | Sell |
7,339
-50
| -0.7% | -$7.62K | 0.39% | 55 |
|
|
2023
Q2 | $1.28M | Buy |
7,389
+49
| +0.7% | +$8.5K | 0.5% | 44 |
|
|
2023
Q1 | $1.2M | Sell |
7,340
-107
| -1% | -$17.5K | 0.47% | 52 |
|
|
2022
Q4 | $1.17M | Buy |
7,447
+119
| +2% | +$18.7K | 0.4% | 52 |
|
|
2022
Q3 | $1.17M | Sell |
7,328
-92
| -1% | -$14.7K | 0.49% | 43 |
|
|
2022
Q2 | $1.14M | Hold |
7,420
| – | – | 0.45% | 45 |
|
|
2022
Q1 | $1.18M | Buy |
7,420
+27
| +0.4% | +$4.28K | 0.33% | 55 |
|
|
2021
Q4 | $1.23M | Sell |
7,393
-922
| -11% | -$154K | 0.34% | 51 |
|
|
2021
Q3 | $1.24M | Buy |
8,315
+1,005
| +14% | +$150K | 0.32% | 52 |
|
|
2021
Q2 | $1.02M | Buy |
+7,310
| New | +$1.02M | 0.28% | 50 |
|