Wimmer Associates 1’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 | $383K | Hold |
1,675
| – | – | 0.2% | 82 |
|
|
2025
Q1 | $373K | Hold |
1,675
| – | – | 0.2% | 84 |
|
|
2024
Q4 | $338K | Sell |
1,675
-25
| -1% | -$5.05K | 0.17% | 88 |
|
|
2024
Q3 | $353K | Hold |
1,700
| – | – | 0.17% | 89 |
|
|
2024
Q2 | $363K | Hold |
1,700
| – | – | 0.19% | 88 |
|
|
2024
Q1 | $362K | Hold |
1,700
| – | – | 0.19% | 89 |
|
|
2023
Q4 | $304K | Hold |
1,700
| – | – | 0.17% | 93 |
|
|
2023
Q3 | $259K | Sell |
1,700
-50
| -3% | -$7.62K | 0.16% | 96 |
|
|
2023
Q2 | $304K | Hold |
1,750
| – | – | 0.18% | 93 |
|
|
2023
Q1 | $295K | Buy |
1,750
+50
| +3% | +$8.43K | 0.19% | 94 |
|
|
2022
Q4 | $267K | Hold |
1,700
| – | – | 0.18% | 97 |
|
|
2022
Q3 | $269K | Sell |
1,700
-50
| -3% | -$7.91K | 0.18% | 95 |
|
|
2022
Q2 | $268K | Sell |
1,750
-20
| -1% | -$3.06K | 0.17% | 98 |
|
|
2022
Q1 | $281K | Hold |
1,770
| – | – | 0.16% | 101 |
|
|
2021
Q4 | $295K | Sell |
1,770
-5
| -0.3% | -$833 | 0.16% | 100 |
|
|
2021
Q3 | $265K | Sell |
1,775
-5
| -0.3% | -$746 | 0.16% | 105 |
|
|
2021
Q2 | $249K | Buy |
1,780
+30
| +2% | +$4.2K | 0.15% | 107 |
|
|
2021
Q1 | $226K | Hold |
1,750
| – | – | 0.12% | 107 |
|
|
2020
Q4 | $206K | Buy |
+1,750
| New | +$206K | 0.12% | 111 |
|