Winch Advisory Services’s Waste Management WM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $257K | Buy |
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|
2025
Q1 | $260K | Sell |
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|
2024
Q4 | $233K | Buy |
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|
2024
Q3 | $239K | Buy |
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|
2024
Q2 | $236K | Buy |
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|
2024
Q1 | $235K | Buy |
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|
2023
Q4 | $197K | Buy |
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|
2023
Q3 | $168K | Buy |
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|
2023
Q2 | $190K | Buy |
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|
2023
Q1 | $152K | Hold |
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|
2022
Q4 | $146K | Buy |
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|
2022
Q3 | $129K | Sell |
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|
2022
Q2 | $124K | Buy |
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|
2022
Q1 | $128K | Sell |
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|
2021
Q4 | $135K | Hold |
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|
2021
Q3 | $121K | Buy |
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|
2021
Q2 | $113K | Buy |
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|
2021
Q1 | $104K | Buy |
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|
2020
Q4 | $95K | Buy |
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|
2020
Q3 | $90K | Buy |
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|
2020
Q2 | $84K | Buy |
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|
2020
Q1 | $73K | Buy |
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|
2019
Q4 | $90K | Buy |
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|
2019
Q3 | $90K | Buy |
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|
2019
Q2 | $90K | Buy |
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|
2019
Q1 | $81K | Buy |
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|
2018
Q4 | $69K | Buy |
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|
2018
Q3 | $59K | Buy |
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|
2018
Q2 | $53K | Buy |
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|
2018
Q1 | $55K | Buy |
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|
2017
Q4 | $56K | Buy |
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|
2017
Q3 | $50K | Buy |
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|
2017
Q2 | $47K | Buy |
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|
2017
Q1 | $46K | Buy |
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|
2016
Q4 | $45K | Buy |
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|
2016
Q3 | $40K | Buy |
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|
2016
Q2 | $41K | Buy |
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|
2016
Q1 | $37K | Buy |
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|
2015
Q4 | $33K | Buy |
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|
2015
Q3 | $31K | Buy |
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|
2015
Q2 | $28K | Sell |
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|
2015
Q1 | $36K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $35K | Buy |
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|
2014
Q2 | $32K | Sell |
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|
2014
Q1 | $48K | Buy |
|