Westover Capital Advisors’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 | $1.31M | Sell |
5,739
-170
| -3% | -$38.9K | 0.26% | 78 |
|
|
2025
Q1 | $1.37M | Sell |
5,909
-34
| -0.6% | -$7.87K | 0.3% | 76 |
|
|
2024
Q4 | $1.2M | Sell |
5,943
-68
| -1% | -$13.7K | 0.26% | 85 |
|
|
2024
Q3 | $1.25M | Sell |
6,011
-33
| -0.5% | -$6.85K | 0.24% | 89 |
|
|
2024
Q2 | $1.29M | Sell |
6,044
-11
| -0.2% | -$2.35K | 0.33% | 74 |
|
|
2024
Q1 | $1.29M | Sell |
6,055
-27
| -0.4% | -$5.76K | 0.38% | 71 |
|
|
2023
Q4 | $1.09M | Buy |
6,082
+472
| +8% | +$84.5K | 0.35% | 72 |
|
|
2023
Q3 | $855K | Sell |
5,610
-196
| -3% | -$29.9K | 0.31% | 74 |
|
|
2023
Q2 | $1.01M | Sell |
5,806
-26
| -0.4% | -$4.51K | 0.35% | 74 |
|
|
2023
Q1 | $952K | Sell |
5,832
-11
| -0.2% | -$1.8K | 0.35% | 71 |
|
|
2022
Q4 | $917K | Sell |
5,843
-172
| -3% | -$27K | 0.36% | 68 |
|
|
2022
Q3 | $964K | Sell |
6,015
-111
| -2% | -$17.8K | 0.37% | 70 |
|
|
2022
Q2 | $937K | Sell |
6,126
-195
| -3% | -$29.8K | 0.35% | 68 |
|
|
2022
Q1 | $1M | Sell |
6,321
-45
| -0.7% | -$7.13K | 0.31% | 72 |
|
|
2021
Q4 | $1.06M | Sell |
6,366
-90
| -1% | -$15K | 0.31% | 72 |
|
|
2021
Q3 | $964K | Sell |
6,456
-36
| -0.6% | -$5.38K | 0.3% | 77 |
|
|
2021
Q2 | $910K | Sell |
6,492
-212
| -3% | -$29.7K | 0.29% | 75 |
|
|
2021
Q1 | $865K | Sell |
6,704
-1,813
| -21% | -$234K | 0.3% | 74 |
|
|
2020
Q4 | $1M | Sell |
8,517
-71
| -0.8% | -$8.37K | 0.36% | 69 |
|
|
2020
Q3 | $972K | Sell |
8,588
-333
| -4% | -$37.7K | 0.4% | 63 |
|
|
2020
Q2 | $945K | Buy |
8,921
+46
| +0.5% | +$4.87K | 0.44% | 60 |
|
|
2020
Q1 | $821K | Buy |
8,875
+121
| +1% | +$11.2K | 0.44% | 58 |
|
|
2019
Q4 | $998K | Buy |
8,754
+953
| +12% | +$109K | 0.45% | 54 |
|
|
2019
Q3 | $897K | Buy |
7,801
+449
| +6% | +$51.6K | 0.42% | 59 |
|
|
2019
Q2 | $848K | Sell |
7,352
-74
| -1% | -$8.54K | 0.42% | 61 |
|
|
2019
Q1 | $772K | Buy |
7,426
+930
| +14% | +$96.7K | 0.4% | 60 |
|
|
2018
Q4 | $578K | Buy |
+6,496
| New | +$578K | 0.36% | 63 |
|