WJWM
Williams Jones Wealth Management’s Waste Management WM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.54M | Buy |
41,688
+3,687
| +10% | +$844K | 0.11% | 101 |
|
|
2025
Q1 | $8.8M | Sell |
38,001
-261
| -0.7% | -$60.4K | 0.11% | 106 |
|
|
2024
Q4 | $7.72M | Buy |
38,262
+987
| +3% | +$199K | 0.09% | 115 |
|
|
2024
Q3 | $7.74M | Buy |
37,275
+7,617
| +26% | +$1.58M | 0.09% | 122 |
|
|
2024
Q2 | $6.33M | Buy |
29,658
+18,837
| +174% | +$4.02M | 0.08% | 124 |
|
|
2024
Q1 | $2.31M | Buy |
10,821
+799
| +8% | +$170K | 0.03% | 182 |
|
|
2023
Q4 | $1.79M | Buy |
10,022
+1,216
| +14% | +$218K | 0.03% | 200 |
|
|
2023
Q3 | $1.34M | Buy |
8,806
+516
| +6% | +$78.7K | 0.02% | 228 |
|
|
2023
Q2 | $1.44M | Sell |
8,290
-83
| -1% | -$14.4K | 0.02% | 221 |
|
|
2023
Q1 | $1.37M | Buy |
8,373
+71
| +0.9% | +$11.6K | 0.02% | 235 |
|
|
2022
Q4 | $1.3M | Buy |
8,302
+599
| +8% | +$94K | 0.02% | 237 |
|
|
2022
Q3 | $1.23M | Buy |
7,703
+1,020
| +15% | +$163K | 0.02% | 242 |
|
|
2022
Q2 | $1.02M | Buy |
6,683
+3,251
| +95% | +$497K | 0.02% | 271 |
|
|
2022
Q1 | $544K | Sell |
3,432
-2,670
| -44% | -$423K | 0.01% | 338 |
|
|
2021
Q4 | $1.02M | Buy |
6,102
+195
| +3% | +$32.5K | 0.01% | 258 |
|
|
2021
Q3 | $882K | Buy |
5,907
+2,300
| +64% | +$343K | 0.01% | 259 |
|
|
2021
Q2 | $505K | Buy |
+3,607
| New | +$505K | 0.01% | 321 |
|
|
2020
Q1 | – | Sell |
-1,760
| Closed | -$201K | – | 438 |
|
|
2019
Q4 | $201K | Hold |
1,760
| – | – | ﹤0.01% | 411 |
|
|
2019
Q3 | $202K | Buy |
+1,760
| New | +$202K | ﹤0.01% | 397 |
|