Ascent Wealth Partners’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 | $7.03M | Sell |
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|
2025
Q2 | $7.29M | Sell |
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|
2025
Q1 | $8.16M | Buy |
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|
2024
Q4 | $6.38M | Buy |
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|
2024
Q3 | $6.18M | Sell |
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|
2024
Q2 | $6.45M | Sell |
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|
2024
Q1 | $6.53M | Sell |
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|
2023
Q4 | $7.05M | Sell |
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|
2023
Q3 | $6.01M | Sell |
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|
2023
Q2 | $6.87M | Buy |
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|
2023
Q1 | $5.67M | Buy |
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|
2022
Q4 | $5.39M | Sell |
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|
2022
Q3 | $5.55M | Sell |
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|
2022
Q2 | $5.96M | Sell |
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|
2022
Q1 | $6.26M | Buy |
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|
2021
Q4 | $5.91M | Sell |
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|
2021
Q3 | $5.74M | Sell |
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|
2021
Q2 | $5.46M | Sell |
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|
2021
Q1 | $5.25M | Buy |
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|
2020
Q4 | $565K | Sell |
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|
2020
Q3 | $542K | Hold |
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|
2020
Q2 | $508K | Sell |
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|
2020
Q1 | $447K | Hold |
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|
2019
Q4 | $550K | Hold |
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|
2019
Q3 | $555K | Buy |
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|
2019
Q2 | $540K | Sell |
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|
2019
Q1 | $504K | Buy |
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|
2018
Q4 | $419K | Sell |
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|
2018
Q3 | $442K | Sell |
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|
2018
Q2 | $434K | Buy |
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|
2018
Q1 | $431K | Sell |
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|
2017
Q4 | $443K | Buy |
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|
2017
Q3 | $402K | Buy |
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|
2017
Q2 | $366K | Sell |
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|
2017
Q1 | $374K | Hold |
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|
2016
Q4 | $364K | Hold |
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|
2016
Q3 | $328K | Hold |
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|
2016
Q2 | $340K | Hold |
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|
2016
Q1 | $303K | Hold |
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|
2015
Q4 | $274K | Hold |
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|
2015
Q3 | $255K | Sell |
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|
2015
Q2 | $247K | Buy |
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|
2015
Q1 | $278K | Sell |
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|
2014
Q4 | $269K | Hold |
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|
2014
Q3 | $249K | Hold |
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|
2014
Q2 | $234K | Sell |
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|
2014
Q1 | $228K | Buy |
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|
2013
Q4 | $242K | Buy |
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