Aaron Wealth Advisors’s Waste Management WM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.84M | Sell |
16,694
-126
| -0.7% | -$29K | 0.22% | 54 |
|
|
2025
Q4 | $3.7M | Buy |
16,820
+2,135
| +15% | +$455K | 0.2% | 63 |
|
|
2025
Q3 | $3.24M | Buy |
14,685
+1,504
| +11% | +$339K | 0.19% | 61 |
|
|
2025
Q2 | $3.02M | Sell |
13,181
-193
| -1% | -$44.8K | 0.31% | 49 |
|
|
2025
Q1 | $3.1M | Sell |
13,374
-93
| -0.7% | -$20.6K | 0.35% | 44 |
|
|
2024
Q4 | $2.72M | Buy |
13,467
+607
| +5% | +$130K | 0.32% | 49 |
|
|
2024
Q3 | $2.67M | Buy |
12,860
+226
| +2% | +$47.1K | 0.32% | 46 |
|
|
2024
Q2 | $2.7M | Buy |
12,634
+466
| +4% | +$96.9K | 0.37% | 40 |
|
|
2024
Q1 | $2.59M | Sell |
12,168
-13
| -0.1% | -$2.56K | 0.37% | 41 |
|
|
2023
Q4 | $2.18M | Sell |
12,181
-20,863
| -63% | -$3.5M | 0.36% | 37 |
|
|
2023
Q3 | $5.04M | Sell |
33,044
-86
| -0.3% | -$13.9K | 0.65% | 25 |
|
|
2023
Q2 | $5.75M | Buy |
33,130
+78
| +0.2% | +$12.9K | 0.75% | 27 |
|
|
2023
Q1 | $5.39M | Buy |
33,052
+190
| +0.6% | +$29.1K | 0.74% | 29 |
|
|
2022
Q4 | $5.16M | Buy |
32,862
+754
| +2% | +$121K | 0.75% | 28 |
|
|
2022
Q3 | $5.14M | Buy |
32,108
+21,396
| +200% | +$3.53M | 0.95% | 22 |
|
|
2022
Q2 | $1.64M | Sell |
10,712
-1,676,520
| -99% | -$263M | 0.41% | 46 |
|
|
2022
Q1 | $10.6M | Buy |
1,687,232
+1,676,388
| +15,459% | +$254M | 0.15% | 71 |
|
|
2021
Q4 | $1.81M | Buy |
10,844
+42
| +0.4% | +$6.75K | 0.51% | 35 |
|
|
2021
Q3 | $1.61M | Sell |
10,802
-36
| -0.3% | -$5.39K | 0.45% | 33 |
|
|
2021
Q2 | $1.52M | Buy |
10,838
+2
| +0% | +$276 | 0.5% | 34 |
|
|
2021
Q1 | $1.4M | Buy |
10,836
+245
| +2% | +$28.6K | 0.51% | 36 |
|
|
2020
Q4 | $1.25M | Buy |
+10,591
| New | +$1.24M | 0.46% | 42 |
|
Other funds holding WM
VCM
VPM
