Capital Planning’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
$1.28M Hold
2025
Q2
$1.33M Hold
2025
Q1
$1.34M Sell
2024
Q4
$1.18M Buy
2024
Q3
$1.21M Buy
2024
Q2
$1.24M Hold
2024
Q1
$1.24M Hold
2023
Q4
$1.04M Hold
2023
Q3
$884K Hold
2023
Q2
$1.01M Hold
2023
Q1
$946K Hold
2022
Q4
$910K Hold
2022
Q3
$929K Hold
2022
Q2
$887K Hold
2022
Q1
$919K Hold
2021
Q4
$968K Hold
2021
Q3
$866K Hold
2021
Q2
$813K Buy
2021
Q1
Sell
2020
Q4
$684K Buy