Adell Harriman & Carpenter’s Waste Management WM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $511K | Hold |
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|
2025
Q2 | $529K | Buy |
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|
2025
Q1 | $532K | Sell |
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|
2024
Q4 | $474K | Buy |
|
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|
2024
Q3 | $477K | Hold |
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|
2024
Q2 | $491K | Sell |
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|
2024
Q1 | $493K | Sell |
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|
2023
Q4 | $472K | Hold |
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|
2023
Q3 | $402K | Hold |
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|
2023
Q2 | $452K | Hold |
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|
2023
Q1 | $430K | Hold |
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|
2022
Q4 | $414K | Hold |
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|
2022
Q3 | $423K | Hold |
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|
2022
Q2 | $404K | Sell |
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|
2022
Q1 | $425K | Sell |
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|
2021
Q4 | $540K | Buy |
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|
2021
Q3 | $463K | Sell |
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|
2021
Q2 | $462K | Buy |
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|
2021
Q1 | $413K | Sell |
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|
2020
Q4 | $423K | Sell |
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|
2020
Q3 | $451K | Buy |
|