YHB Investment Advisors’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 | $2.52M | Buy |
11,009
+196
| +2% | +$44.8K | 0.19% | 107 |
|
|
2025
Q1 | $2.5M | Buy |
10,813
+386
| +4% | +$89.4K | 0.21% | 106 |
|
|
2024
Q4 | $2.1M | Buy |
10,427
+46
| +0.4% | +$9.28K | 0.17% | 116 |
|
|
2024
Q3 | $2.16M | Sell |
10,381
-615
| -6% | -$128K | 0.18% | 113 |
|
|
2024
Q2 | $2.35M | Sell |
10,996
-568
| -5% | -$121K | 0.2% | 104 |
|
|
2024
Q1 | $2.46M | Buy |
11,564
+185
| +2% | +$39.4K | 0.22% | 98 |
|
|
2023
Q4 | $2.04M | Sell |
11,379
-10,891
| -49% | -$1.95M | 0.2% | 106 |
|
|
2023
Q3 | $3.63M | Buy |
22,270
+11,291
| +103% | +$1.84M | 0.33% | 82 |
|
|
2023
Q2 | $1.9M | Buy |
10,979
+458
| +4% | +$79.4K | 0.18% | 120 |
|
|
2023
Q1 | $1.72M | Sell |
10,521
-81
| -0.8% | -$13.2K | 0.17% | 116 |
|
|
2022
Q4 | $1.66M | Buy |
10,602
+174
| +2% | +$27.3K | 0.18% | 111 |
|
|
2022
Q3 | $1.67M | Sell |
10,428
-30
| -0.3% | -$4.81K | 0.19% | 111 |
|
|
2022
Q2 | $1.6M | Buy |
10,458
+25
| +0.2% | +$3.83K | 0.17% | 118 |
|
|
2022
Q1 | $1.65M | Sell |
10,433
-661
| -6% | -$105K | 0.15% | 126 |
|
|
2021
Q4 | $1.85M | Sell |
11,094
-231
| -2% | -$38.6K | 0.15% | 138 |
|
|
2021
Q3 | $1.69M | Sell |
11,325
-150
| -1% | -$22.4K | 0.15% | 135 |
|
|
2021
Q2 | $1.61M | Buy |
11,475
+170
| +2% | +$23.8K | 0.14% | 143 |
|
|
2021
Q1 | $1.53M | Sell |
11,305
-414
| -4% | -$55.9K | 0.13% | 144 |
|
|
2020
Q4 | $1.38M | Buy |
11,719
+90
| +0.8% | +$10.6K | 0.13% | 143 |
|
|
2020
Q3 | $1.32M | Buy |
11,629
+55
| +0.5% | +$6.22K | 0.14% | 131 |
|
|
2020
Q2 | $1.23M | Hold |
11,574
| – | – | 0.18% | 98 |
|
|
2020
Q1 | $1.07M | Buy |
11,574
+175
| +2% | +$16.2K | 0.18% | 99 |
|
|
2019
Q4 | $1.3M | Sell |
11,399
-125
| -1% | -$14.2K | 0.19% | 98 |
|
|
2019
Q3 | $1.33M | Sell |
11,524
-410
| -3% | -$47.1K | 0.2% | 94 |
|
|
2019
Q2 | $1.38M | Sell |
11,934
-500
| -4% | -$57.7K | 0.22% | 98 |
|
|
2019
Q1 | $1.29M | Sell |
12,434
-700
| -5% | -$72.7K | 0.2% | 103 |
|
|
2018
Q4 | $1.17M | Buy |
13,134
+1,695
| +15% | +$151K | 0.21% | 103 |
|
|
2018
Q3 | $1.03M | Sell |
11,439
-200
| -2% | -$18.1K | 0.16% | 116 |
|
|
2018
Q2 | $947K | Sell |
11,639
-197
| -2% | -$16K | 0.15% | 118 |
|
|
2018
Q1 | $996K | Sell |
11,836
-170
| -1% | -$14.3K | 0.17% | 114 |
|
|
2017
Q4 | $1.04M | Buy |
12,006
+235
| +2% | +$20.3K | 0.18% | 108 |
|
|
2017
Q3 | $921K | Sell |
11,771
-610
| -5% | -$47.7K | 0.16% | 111 |
|
|
2017
Q2 | $908K | Buy |
12,381
+975
| +9% | +$71.5K | 0.16% | 111 |
|
|
2017
Q1 | $830K | Sell |
11,406
-1,160
| -9% | -$84.4K | 0.16% | 112 |
|
|
2016
Q4 | $891K | Buy |
12,566
+43
| +0.3% | +$3.05K | 0.19% | 108 |
|
|
2016
Q3 | $798K | Sell |
12,523
-47
| -0.4% | -$3K | 0.19% | 106 |
|
|
2016
Q2 | $833K | Sell |
12,570
-52
| -0.4% | -$3.45K | 0.18% | 106 |
|
|
2016
Q1 | $745K | Buy |
12,622
+750
| +6% | +$44.3K | 0.2% | 101 |
|
|
2015
Q4 | $634K | Buy |
11,872
+100
| +0.8% | +$5.34K | 0.14% | 115 |
|
|
2015
Q3 | $586K | Buy |
11,772
+35
| +0.3% | +$1.74K | 0.14% | 118 |
|
|
2015
Q2 | $544K | Buy |
11,737
+1,000
| +9% | +$46.3K | 0.12% | 121 |
|
|
2015
Q1 | $582K | Sell |
10,737
-250
| -2% | -$13.6K | 0.13% | 121 |
|
|
2014
Q4 | $564K | Buy |
10,987
+487
| +5% | +$25K | 0.13% | 121 |
|
|
2014
Q3 | $499K | Buy |
10,500
+613
| +6% | +$29.1K | 0.12% | 119 |
|
|
2014
Q2 | $442K | Buy |
9,887
+3,367
| +52% | +$151K | 0.11% | 122 |
|
|
2014
Q1 | $274K | Buy |
+6,520
| New | +$274K | 0.07% | 138 |
|