Baker Tilly 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $743K | Sell |
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|
2025
Q2 | $793K | Buy |
|
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|
2025
Q1 | $794K | Buy |
|
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|
2024
Q4 | $683K | Buy |
|
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|
2024
Q3 | $643K | Sell |
|
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|
2024
Q2 | $770K | Sell |
|
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|
2024
Q1 | $2.31M | Sell |
|
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|
2023
Q4 | $2.02M | Sell |
|
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|
2023
Q3 | $2.1M | Sell |
|
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|
2023
Q2 | $3.98M | Sell |
|
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|
2023
Q1 | $3.89M | Buy |
|
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|
2022
Q4 | $3.45M | Sell |
|
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|
2022
Q3 | $3.61M | Sell |
|
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|
2022
Q2 | $3.47M | Buy |
|
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|
2022
Q1 | $3.49M | Buy |
|
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|
2021
Q4 | $3.44M | Buy |
|
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|
2021
Q3 | $2.96M | Buy |
|
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|
2021
Q2 | $2.05M | Buy |
|
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|
2021
Q1 | $1.5M | Buy |
|
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|
2020
Q4 | $883K | Buy |
|