Avidian Wealth Enterprises’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
Q2 | $695K | Buy |
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|
2025
Q1 | $675K | Buy |
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|
2024
Q4 | $584K | Buy |
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|
2024
Q3 | $592K | Sell |
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|
2024
Q2 | $784K | Buy |
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|
2024
Q1 | $756K | Buy |
|
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|
2023
Q4 | $612K | Sell |
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|
2023
Q3 | $533K | Buy |
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|
2023
Q2 | $555K | Buy |
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|
2023
Q1 | $510K | Sell |
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|
2022
Q4 | $548K | Buy |
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|
2022
Q3 | $530K | Sell |
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|
2022
Q2 | $711K | Buy |
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|
2022
Q1 | $707K | Sell |
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|
2021
Q4 | $911K | Buy |
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|
2021
Q3 | $756K | Buy |
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|
2021
Q2 | $523K | Buy |
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|
2021
Q1 | $431K | Buy |
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|
2020
Q4 | $368K | Buy |
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|
2020
Q3 | $344K | Sell |
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|
2020
Q2 | $326K | Sell |
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|
2020
Q1 | $305K | Sell |
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|
2019
Q4 | $432K | Buy |
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|
2019
Q3 | $356K | Sell |
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|
2019
Q2 | $372K | Buy |
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|
2019
Q1 | $323K | Sell |
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|
2018
Q4 | $1.01M | Buy |
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|
2018
Q3 | $957K | Buy |
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|
2018
Q2 | $204K | Hold |
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|
2018
Q1 | $211K | Hold |
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|
2017
Q4 | $217 | Buy |
|