WF
WoodTrust Financial’s Waste Management WM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.59M | Buy |
41,915
+2,586
| +7% | +$592K | 1.22% | 27 |
|
|
2025
Q1 | $9.11M | Buy |
39,329
+5,666
| +17% | +$1.31M | 1.28% | 26 |
|
|
2024
Q4 | $6.79M | Buy |
33,663
+432
| +1% | +$87.2K | 0.96% | 31 |
|
|
2024
Q3 | $6.9M | Buy |
33,231
+936
| +3% | +$194K | 0.98% | 29 |
|
|
2024
Q2 | $6.89M | Sell |
32,295
-118
| -0.4% | -$25.2K | 1.07% | 27 |
|
|
2024
Q1 | $6.91K | Sell |
32,413
-33,603
| -51% | -$7.16K | 1.09% | 29 |
|
|
2023
Q4 | $11.8M | Buy |
66,016
+1,162
| +2% | +$208K | 2.02% | 16 |
|
|
2023
Q3 | $9.89M | Sell |
64,854
-1,448
| -2% | -$221K | 1.89% | 17 |
|
|
2023
Q2 | $11.5M | Buy |
66,302
+140
| +0.2% | +$24.3K | 2.13% | 14 |
|
|
2023
Q1 | $10.8M | Buy |
66,162
+1,044
| +2% | +$170K | 2.1% | 14 |
|
|
2022
Q4 | $10.2M | Buy |
65,118
+175
| +0.3% | +$27.5K | 2.11% | 15 |
|
|
2022
Q3 | $10.4M | Buy |
64,943
+1,390
| +2% | +$223K | 2.34% | 13 |
|
|
2022
Q2 | $9.72M | Buy |
63,553
+1,357
| +2% | +$208K | 2.18% | 14 |
|
|
2022
Q1 | $9.86M | Buy |
62,196
+765
| +1% | +$121K | 2% | 14 |
|
|
2021
Q4 | $10.3M | Buy |
61,431
+872
| +1% | +$146K | 2.12% | 15 |
|
|
2021
Q3 | $9.05M | Buy |
60,559
+3,291
| +6% | +$492K | 2.13% | 12 |
|
|
2021
Q2 | $8.02M | Sell |
57,268
-365
| -0.6% | -$51.1K | 2.12% | 12 |
|
|
2021
Q1 | $7.44M | Buy |
57,633
+917
| +2% | +$118K | 2.19% | 13 |
|
|
2020
Q4 | $6.69M | Buy |
56,716
+904
| +2% | +$107K | 2.09% | 15 |
|
|
2020
Q3 | $6.32M | Buy |
55,812
+208
| +0.4% | +$23.5K | 2.28% | 15 |
|
|
2020
Q2 | $5.89M | Buy |
55,604
+4,582
| +9% | +$485K | 2.35% | 14 |
|
|
2020
Q1 | $4.72M | Sell |
51,022
-327
| -0.6% | -$30.3K | 2.22% | 17 |
|
|
2019
Q4 | $5.85M | Sell |
51,349
-816
| -2% | -$93K | 2.31% | 13 |
|
|
2019
Q3 | $6M | Buy |
52,165
+447
| +0.9% | +$51.4K | 2.59% | 11 |
|
|
2019
Q2 | $5.97M | Buy |
51,718
+1,192
| +2% | +$138K | 2.69% | 12 |
|
|
2019
Q1 | $5.25M | Sell |
50,526
-221
| -0.4% | -$23K | 2.51% | 13 |
|
|
2018
Q4 | $4.52M | Buy |
50,747
+19,391
| +62% | +$1.73M | 2.55% | 13 |
|
|
2018
Q3 | $2.83M | Buy |
31,356
+474
| +2% | +$42.8K | 1.37% | 28 |
|
|
2018
Q2 | $2.51M | Buy |
30,882
+71
| +0.2% | +$5.78K | 1.32% | 28 |
|
|
2018
Q1 | $2.59M | Sell |
30,811
-171
| -0.6% | -$14.4K | 1.39% | 24 |
|
|
2017
Q4 | $2.67M | Buy |
+30,982
| New | +$2.67M | 1.42% | 25 |
|