Capital Planning 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $287K | Hold |
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|
2025
Q4 | $274K | Buy |
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|
2025
Q3 | $271K | Hold |
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|
2025
Q2 | $281K | Buy |
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|
2025
Q1 | $284K | Buy |
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|
2024
Q4 | $247K | Buy |
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|
2024
Q3 | $253K | Hold |
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|
2024
Q2 | $260K | Sell |
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|
2024
Q1 | $321K | Buy |
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|
2023
Q4 | $225K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $219K | Sell |
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|
2023
Q1 | $240K | Buy |
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|
2022
Q4 | $209K | Sell |
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|
2022
Q3 | $223K | Buy |
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|
2022
Q2 | $206K | Buy |
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|
2022
Q1 | $204K | Sell |
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|
2021
Q4 | $232K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $208K | Sell |
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|
2017
Q1 | $222K | Hold |
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|
2016
Q4 | $216K | Sell |
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|
2016
Q3 | $207K | Sell |
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|
2016
Q2 | $221K | Sell |
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|
2016
Q1 | $212K | Buy |
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