Woodward Diversified Capital’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 | $279K | Sell |
1,220
-105
| -8% | -$24K | 0.14% | 139 |
|
|
2025
Q1 | $307K | Hold |
1,325
| – | – | 0.22% | 97 |
|
|
2024
Q4 | $267K | Sell |
1,325
-203
| -13% | -$41K | 0.2% | 100 |
|
|
2024
Q3 | $317K | Sell |
1,528
-48
| -3% | -$9.97K | 0.2% | 117 |
|
|
2024
Q2 | $336K | Buy |
1,576
+136
| +9% | +$29K | 0.2% | 114 |
|
|
2024
Q1 | $307K | Hold |
1,440
| – | – | 0.19% | 120 |
|
|
2023
Q4 | $258K | Hold |
1,440
| – | – | 0.16% | 128 |
|
|
2023
Q3 | $220K | Hold |
1,440
| – | – | 0.16% | 136 |
|
|
2023
Q2 | $250K | Hold |
1,440
| – | – | 0.19% | 115 |
|
|
2023
Q1 | $235K | Hold |
1,440
| – | – | 0.18% | 118 |
|
|
2022
Q4 | $226K | Hold |
1,440
| – | – | 0.18% | 122 |
|
|
2022
Q3 | $231K | Hold |
1,440
| – | – | 0.19% | 116 |
|
|
2022
Q2 | $220K | Hold |
1,440
| – | – | 0.17% | 120 |
|
|
2022
Q1 | $228K | Hold |
1,440
| – | – | 0.15% | 137 |
|
|
2021
Q4 | $240K | Sell |
1,440
-8
| -0.6% | -$1.33K | 0.14% | 168 |
|
|
2021
Q3 | $216K | Buy |
1,448
+3
| +0.2% | +$448 | 0.14% | 164 |
|
|
2021
Q2 | $202K | Buy |
+1,445
| New | +$202K | 0.12% | 192 |
|