Beaumont Financial Advisors’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 | $696K | Sell |
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|
2025
Q2 | $738K | Sell |
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|
2025
Q1 | $771K | Sell |
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|
2024
Q4 | $832K | Buy |
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|
2024
Q3 | $837K | Buy |
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|
2024
Q2 | $859K | Buy |
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|
2024
Q1 | $849K | Buy |
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|
2023
Q4 | $565K | Buy |
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|
2023
Q3 | $474K | Buy |
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|
2023
Q2 | $538K | Buy |
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|
2023
Q1 | $503K | Buy |
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|
2022
Q4 | $474K | Sell |
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|
2022
Q3 | $499K | Hold |
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|
2022
Q2 | $476K | Buy |
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|
2022
Q1 | $486K | Sell |
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|
2021
Q4 | $521K | Buy |
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|
2021
Q3 | $459K | Hold |
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|
2021
Q2 | $430K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $676K | Sell |
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|
2013
Q3 | $861K | Sell |
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|
2013
Q2 | $857K | Buy |
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