WAS
Winch Advisory Services’s Waste Management WM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $257K | Buy |
1,125
+2
| +0.2% | +$458 | 0.06% | 87 |
|
|
2025
Q1 | $260K | Sell |
1,123
-30
| -3% | -$6.95K | 0.07% | 82 |
|
|
2024
Q4 | $233K | Buy |
1,153
+2
| +0.2% | +$403 | 0.06% | 83 |
|
|
2024
Q3 | $239K | Buy |
1,151
+47
| +4% | +$9.76K | 0.07% | 82 |
|
|
2024
Q2 | $236K | Buy |
1,104
+1
| +0.1% | +$213 | 0.07% | 82 |
|
|
2024
Q1 | $235K | Buy |
1,103
+2
| +0.2% | +$426 | 0.07% | 76 |
|
|
2023
Q4 | $197K | Buy |
1,101
+1
| +0.1% | +$179 | 0.07% | 79 |
|
|
2023
Q3 | $168K | Buy |
1,100
+2
| +0.2% | +$305 | 0.06% | 81 |
|
|
2023
Q2 | $190K | Buy |
1,098
+167
| +18% | +$28.9K | 0.07% | 77 |
|
|
2023
Q1 | $152K | Hold |
931
| – | – | 0.06% | 85 |
|
|
2022
Q4 | $146K | Buy |
931
+126
| +16% | +$19.8K | 0.06% | 87 |
|
|
2022
Q3 | $129K | Sell |
805
-8
| -1% | -$1.28K | 0.06% | 82 |
|
|
2022
Q2 | $124K | Buy |
813
+4
| +0.5% | +$610 | 0.05% | 86 |
|
|
2022
Q1 | $128K | Sell |
809
-1
| -0.1% | -$158 | 0.04% | 88 |
|
|
2021
Q4 | $135K | Hold |
810
| – | – | 0.04% | 85 |
|
|
2021
Q3 | $121K | Buy |
810
+1
| +0.1% | +$149 | 0.04% | 83 |
|
|
2021
Q2 | $113K | Buy |
809
+3
| +0.4% | +$419 | 0.04% | 81 |
|
|
2021
Q1 | $104K | Buy |
806
+4
| +0.5% | +$516 | 0.04% | 80 |
|
|
2020
Q4 | $95K | Buy |
802
+3
| +0.4% | +$355 | 0.04% | 75 |
|
|
2020
Q3 | $90K | Buy |
799
+4
| +0.5% | +$451 | 0.04% | 69 |
|
|
2020
Q2 | $84K | Buy |
795
+4
| +0.5% | +$423 | 0.04% | 70 |
|
|
2020
Q1 | $73K | Buy |
791
+5
| +0.6% | +$461 | 0.04% | 70 |
|
|
2019
Q4 | $90K | Buy |
786
+3
| +0.4% | +$344 | 0.04% | 83 |
|
|
2019
Q3 | $90K | Buy |
783
+4
| +0.5% | +$460 | 0.05% | 81 |
|
|
2019
Q2 | $90K | Buy |
779
+3
| +0.4% | +$347 | 0.05% | 84 |
|
|
2019
Q1 | $81K | Buy |
776
+4
| +0.5% | +$418 | 0.04% | 92 |
|
|
2018
Q4 | $69K | Buy |
772
+114
| +17% | +$10.2K | 0.04% | 86 |
|
|
2018
Q3 | $59K | Buy |
658
+3
| +0.5% | +$269 | 0.03% | 97 |
|
|
2018
Q2 | $53K | Buy |
655
+4
| +0.6% | +$324 | 0.03% | 109 |
|
|
2018
Q1 | $55K | Buy |
651
+4
| +0.6% | +$338 | 0.03% | 107 |
|
|
2017
Q4 | $56K | Buy |
647
+3
| +0.5% | +$260 | 0.03% | 95 |
|
|
2017
Q3 | $50K | Buy |
644
+3
| +0.5% | +$233 | 0.03% | 92 |
|
|
2017
Q2 | $47K | Buy |
641
+4
| +0.6% | +$293 | 0.03% | 111 |
|
|
2017
Q1 | $46K | Buy |
637
+4
| +0.6% | +$289 | 0.03% | 113 |
|
|
2016
Q4 | $45K | Buy |
633
+3
| +0.5% | +$213 | 0.03% | 98 |
|
|
2016
Q3 | $40K | Buy |
630
+4
| +0.6% | +$254 | 0.03% | 98 |
|
|
2016
Q2 | $41K | Buy |
626
+4
| +0.6% | +$262 | 0.05% | 86 |
|
|
2016
Q1 | $37K | Buy |
622
+5
| +0.8% | +$297 | 0.06% | 50 |
|
|
2015
Q4 | $33K | Buy |
617
+4
| +0.7% | +$214 | 0.04% | 64 |
|
|
2015
Q3 | $31K | Buy |
613
+5
| +0.8% | +$253 | 0.05% | 65 |
|
|
2015
Q2 | $28K | Sell |
608
-62
| -9% | -$2.86K | 0.02% | 132 |
|
|
2015
Q1 | $36K | Buy |
+670
| New | +$36K | 0.02% | 96 |
|
|
2014
Q4 | – | Sell |
-728
| Closed | -$35K | – | 178 |
|
|
2014
Q3 | $35K | Buy |
728
+5
| +0.7% | +$240 | 0.02% | 84 |
|
|
2014
Q2 | $32K | Sell |
723
-413
| -36% | -$18.3K | 0.02% | 110 |
|
|
2014
Q1 | $48K | Buy |
+1,136
| New | +$48K | 0.03% | 105 |
|