Charter Research & Investment Group’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
$231K Sell
2025
Q1
$243K Hold
2024
Q4
$212K Hold
2024
Q3
$218K Hold
2024
Q2
$224K Sell
2024
Q1
$304K Hold
2023
Q4
$255K Hold
2023
Q3
$217K Hold
2023
Q2
$247K Hold
2023
Q1
$233K Hold
2022
Q4
$224K Hold
2022
Q3
$228K Hold
2022
Q2
$218K Hold
2022
Q1
$226K Hold
2021
Q4
$238K Hold
2021
Q3
$213K Buy