Bragg 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
Q2 | $378K | Buy |
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|
2025
Q1 | $381K | Hold |
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|
2024
Q4 | $332K | Sell |
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|
2024
Q3 | $361K | Buy |
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|
2024
Q2 | $362K | Buy |
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|
2024
Q1 | $314K | Sell |
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|
2023
Q4 | $295K | Sell |
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|
2023
Q3 | $304K | Sell |
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|
2023
Q2 | $459K | Buy |
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|
2023
Q1 | $268K | Sell |
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|
2022
Q4 | $269K | Sell |
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|
2022
Q3 | $276K | Hold |
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|
2022
Q2 | $263K | Sell |
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|
2022
Q1 | $279K | Buy |
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|
2021
Q4 | $230K | Hold |
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|
2021
Q3 | $230K | Hold |
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|
2021
Q2 | $216K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $464K | Hold |
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|
2014
Q1 | $436K | Hold |
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|
2013
Q4 | $465K | Hold |
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|
2013
Q3 | $428K | Hold |
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|
2013
Q2 | $418K | Buy |
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