Winthrop Advisory Group’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 | $337K | Buy |
1,473
+400
| +37% | +$91.5K | 0.03% | 127 |
|
|
2025
Q1 | $248K | Sell |
1,073
-600
| -36% | -$139K | 0.03% | 132 |
|
|
2024
Q4 | $338K | Buy |
1,673
+403
| +32% | +$81.3K | 0.04% | 112 |
|
|
2024
Q3 | $264K | Buy |
1,270
+2
| +0.2% | +$415 | 0.03% | 120 |
|
|
2024
Q2 | $270K | Sell |
1,268
-7
| -0.5% | -$1.49K | 0.04% | 119 |
|
|
2024
Q1 | $272K | Sell |
1,275
-20
| -2% | -$4.26K | 0.04% | 124 |
|
|
2023
Q4 | $232K | Buy |
+1,295
| New | +$232K | 0.04% | 125 |
|
|
2023
Q3 | – | Sell |
-1,286
| Closed | -$223K | – | 134 |
|
|
2023
Q2 | $223K | Sell |
1,286
-66
| -5% | -$11.5K | 0.04% | 117 |
|
|
2023
Q1 | $221K | Sell |
1,352
-96
| -7% | -$15.7K | 0.04% | 113 |
|
|
2022
Q4 | $227K | Buy |
1,448
+3
| +0.2% | +$471 | 0.04% | 112 |
|
|
2022
Q3 | $232K | Buy |
1,445
+3
| +0.2% | +$482 | 0.05% | 97 |
|
|
2022
Q2 | $221K | Buy |
1,442
+3
| +0.2% | +$460 | 0.05% | 106 |
|
|
2022
Q1 | $228K | Buy |
1,439
+36
| +3% | +$5.7K | 0.05% | 123 |
|
|
2021
Q4 | $234K | Buy |
1,403
+3
| +0.2% | +$500 | 0.05% | 125 |
|
|
2021
Q3 | $209K | Buy |
+1,400
| New | +$209K | 0.05% | 132 |
|