Westside Investment Management’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 | $68.6K | Buy |
299
+127
| +74% | +$29.1K | 0.01% | 404 |
|
|
2025
Q1 | $39.9K | Sell |
172
-74
| -30% | -$17.2K | 0.01% | 438 |
|
|
2024
Q4 | $49.7K | Buy |
246
+1
| +0.4% | +$202 | 0.01% | 408 |
|
|
2024
Q3 | $51K | Sell |
245
-24
| -9% | -$5K | 0.01% | 400 |
|
|
2024
Q2 | $57.5K | Hold |
269
| – | – | 0.01% | 370 |
|
|
2024
Q1 | $57.4K | Buy |
269
+1
| +0.4% | +$213 | 0.01% | 363 |
|
|
2023
Q4 | $48.1K | Hold |
268
| – | – | 0.01% | 366 |
|
|
2023
Q3 | $40.9K | Hold |
268
| – | – | 0.01% | 374 |
|
|
2023
Q2 | $46.5K | Buy |
268
+1
| +0.4% | +$173 | 0.01% | 363 |
|
|
2023
Q1 | $43.7K | Hold |
267
| – | – | 0.01% | 374 |
|
|
2022
Q4 | $41 | Buy |
267
+1
| +0.4% | – | ﹤0.01% | 435 |
|
|
2022
Q3 | $42 | Hold |
266
| – | – | ﹤0.01% | 425 |
|
|
2022
Q2 | $40 | Hold |
266
| – | – | ﹤0.01% | 429 |
|
|
2022
Q1 | $42 | Buy |
266
+1
| +0.4% | – | ﹤0.01% | 433 |
|
|
2021
Q4 | $44 | Hold |
265
| – | – | ﹤0.01% | 412 |
|
|
2021
Q3 | $39 | Buy |
265
+24
| +10% | +$4 | ﹤0.01% | 410 |
|
|
2021
Q2 | $33 | Buy |
241
+61
| +34% | +$8 | ﹤0.01% | 417 |
|
|
2021
Q1 | $23 | Hold |
180
| – | – | ﹤0.01% | 452 |
|
|
2020
Q4 | $21 | Buy |
180
+37
| +26% | +$4 | ﹤0.01% | 428 |
|
|
2020
Q3 | $16 | Buy |
143
+1
| +0.7% | – | ﹤0.01% | 453 |
|
|
2020
Q2 | $15 | Hold |
142
| – | – | ﹤0.01% | 442 |
|
|
2020
Q1 | $13 | Buy |
+142
| New | +$13 | ﹤0.01% | 437 |
|
|
2019
Q2 | $16 | Buy |
+140
| New | +$16 | ﹤0.01% | 416 |
|
|
2018
Q4 | $12.5K | Sell |
140
-9
| -6% | -$802 | ﹤0.01% | 429 |
|
|
2018
Q3 | $13.5K | Hold |
149
| – | – | ﹤0.01% | 434 |
|
|
2018
Q2 | $12.2K | Buy |
149
+1
| +0.7% | +$82 | ﹤0.01% | 515 |
|
|
2018
Q1 | $12.4K | Hold |
148
| – | – | 0.01% | 502 |
|
|
2017
Q4 | $13.1K | Buy |
148
+30
| +25% | +$2.65K | 0.01% | 507 |
|
|
2017
Q3 | $9.06K | Buy |
118
+31
| +36% | +$2.38K | 0.01% | 568 |
|
|
2017
Q2 | $6.48K | Sell |
87
-1
| -1% | -$74 | ﹤0.01% | 623 |
|
|
2017
Q1 | $6.4K | Buy |
88
+1
| +1% | +$73 | ﹤0.01% | 589 |
|
|
2016
Q4 | $6.1K | Buy |
+87
| New | +$6.1K | ﹤0.01% | 484 |
|