Barrett Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
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|
2021
Q4 | $113K | Buy |
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|
2021
Q3 | $97K | Hold |
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|
2021
Q2 | $91K | Hold |
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|
2021
Q1 | $84K | Hold |
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|
2020
Q4 | $77K | Hold |
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|
2020
Q3 | $74K | Sell |
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|
2020
Q2 | $74K | Hold |
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|
2020
Q1 | $65K | Hold |
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|
2019
Q4 | $80K | Hold |
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|
2019
Q3 | $81K | Hold |
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|
2019
Q2 | $81K | Buy |
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|
2019
Q1 | $31K | Hold |
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|
2018
Q4 | $27K | Hold |
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|
2018
Q3 | $27K | Hold |
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|
2018
Q2 | $24K | Hold |
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|
2018
Q1 | $25K | Hold |
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|
2017
Q4 | $26K | Hold |
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|
2017
Q3 | $23K | Hold |
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|
2017
Q2 | $22K | Hold |
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|
2017
Q1 | $22K | Hold |
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|
2016
Q4 | $21K | Hold |
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|
2016
Q3 | $19K | Hold |
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|
2016
Q2 | $20K | Hold |
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|
2016
Q1 | $18K | Hold |
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|
2015
Q4 | $16K | Hold |
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|
2015
Q3 | $15K | Hold |
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|
2015
Q2 | $14K | Sell |
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|
2015
Q1 | $163K | Sell |
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|
2014
Q4 | $544K | Sell |
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|
2014
Q3 | $512K | Buy |
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|
2014
Q2 | $456K | Buy |
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|
2014
Q1 | $373K | Buy |
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|
2013
Q4 | $344K | Buy |
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|
2013
Q3 | $146K | Hold |
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|
2013
Q2 | $143K | Buy |
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