BerganKDV 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $106K | Sell |
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|
2023
Q1 | $120K | Buy |
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|
2022
Q4 | $105K | Buy |
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|
2022
Q3 | $106K | Hold |
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|
2022
Q2 | $101K | Hold |
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|
2022
Q1 | $105K | Sell |
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|
2021
Q4 | $124K | Buy |
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|
2021
Q3 | $99K | Buy |
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|
2021
Q2 | $79K | Hold |
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|
2021
Q1 | $73K | Sell |
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|
2020
Q4 | $90K | Hold |
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|
2020
Q3 | $87K | Sell |
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|
2020
Q2 | $85K | Buy |
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|
2020
Q1 | $66K | Hold |
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|
2019
Q4 | $82K | Buy |
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|
2019
Q3 | $81K | Sell |
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|
2019
Q2 | $93K | Hold |
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|
2019
Q1 | $83K | Hold |
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|
2018
Q4 | $71K | Buy |
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|
2018
Q3 | $64K | Sell |
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|
2018
Q2 | $58K | Buy |
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