Cary Street Partners 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
Q3 | $436K | Buy |
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|
2025
Q2 | $392K | Buy |
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|
2025
Q1 | $373K | Buy |
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|
2024
Q4 | $237K | Sell |
|
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|
2024
Q3 | $3.35M | Buy |
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|
2024
Q2 | $3.32M | Buy |
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|
2024
Q1 | $2.92M | Sell |
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|
2023
Q4 | $2.5M | Buy |
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|
2023
Q3 | $2.11M | Buy |
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|
2023
Q2 | $2.05M | Buy |
|
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|
2023
Q1 | $1.75M | Buy |
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|
2022
Q4 | $1.66M | Sell |
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|
2022
Q3 | $1.72M | Buy |
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|
2022
Q2 | $1.62M | Buy |
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|
2022
Q1 | $289K | Buy |
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|
2021
Q4 | $303K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $179K | Sell |
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|
2021
Q1 | $746K | Sell |
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|
2020
Q4 | $928K | Sell |
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|
2020
Q3 | $1.03M | Buy |
|