9258 Wealth Management’s Waste Management WM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $678K | Buy |
|
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|
2024
Q2 | $655K | Sell |
|
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|
2024
Q1 | $657K | Buy |
|
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|
2023
Q4 | $551K | Sell |
|
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|
2023
Q3 | $479K | Sell |
|
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|
2023
Q2 | $547K | Sell |
|
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|
2023
Q1 | $529K | Sell |
|
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|
2022
Q4 | $510K | Buy |
|
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|
2022
Q3 | $508K | Sell |
|
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|
2022
Q2 | $488K | Buy |
|
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|
2022
Q1 | $490K | Sell |
|
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|
2021
Q4 | $600K | Buy |
|
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|
2021
Q3 | $514K | Hold |
|
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|
2021
Q2 | $482K | Buy |
|
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|
2021
Q1 | $441K | Buy |
|
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|
2020
Q4 | $349K | Buy |
|
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|
2020
Q3 | $291K | Buy |
|
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|
2020
Q2 | $279K | Sell |
|
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|
2020
Q1 | $271K | Buy |
|
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|
2019
Q4 | $248K | Buy |
|