Baldwin 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 | $29.7M | Sell |
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|
2025
Q2 | $31.4M | Sell |
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|
2025
Q1 | $31.9M | Buy |
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|
2024
Q4 | $27.3M | Buy |
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|
2024
Q3 | $26.8M | Buy |
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|
2024
Q2 | $27.2M | Sell |
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|
2024
Q1 | $28.4M | Sell |
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|
2023
Q4 | $24.2M | Buy |
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|
2023
Q3 | $20.3M | Buy |
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|
2023
Q2 | $18.9M | Sell |
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|
2023
Q1 | $17.8M | Sell |
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|
2022
Q4 | $17.2M | Sell |
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|
2022
Q3 | $17.7M | Sell |
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|
2022
Q2 | $17.6M | Sell |
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|
2022
Q1 | $18.8M | Buy |
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|
2021
Q4 | $19.7M | Buy |
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|
2021
Q3 | $17.3M | Sell |
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|
2021
Q2 | $16.6M | Buy |
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|
2021
Q1 | $14.9M | Buy |
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|
2020
Q4 | $11.2M | Buy |
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|
2020
Q3 | $7.89M | Sell |
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|
2020
Q2 | $7.44M | Buy |
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|
2020
Q1 | $6.18M | Buy |
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|
2019
Q4 | $6.81M | Buy |
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|
2019
Q3 | $6.55M | Buy |
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|
2019
Q2 | $5.22M | Buy |
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|
2019
Q1 | $4.6M | Buy |
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|
2018
Q4 | $3.73M | Buy |
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|
2018
Q3 | $3.44M | Buy |
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|
2018
Q2 | $2.9M | Buy |
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|
2018
Q1 | $2.41M | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $15K | Hold |
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|
2016
Q4 | $14K | Hold |
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|
2016
Q3 | $13K | Hold |
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|
2016
Q2 | $13K | Buy |
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