Cape Investment Advisory’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
Q4
$41.5K Buy
2025
Q3
Sell
2025
Q2
$35.8K Sell
2025
Q1
$43.2K Buy
2024
Q4
$37.6K Buy
2024
Q3
$37.3K Buy
2024
Q2
$38.3K Sell
2024
Q1
$60.3K Buy
2023
Q4
$50.5K Sell
2023
Q3
$43.9K Buy
2023
Q2
$49.1K Buy
2023
Q1
$8.16K Buy