CLA (CliftonLarsonAllen) Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.67M | Sell |
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|
2025
Q2 | $2.82M | Sell |
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|
2025
Q1 | $3.09M | Buy |
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|
2024
Q4 | $2.59M | Buy |
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|
2024
Q3 | $2.6M | Buy |
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|
2024
Q2 | $2.64M | Sell |
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|
2024
Q1 | $2.64M | Buy |
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|
2023
Q4 | $2.07M | Buy |
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|
2023
Q3 | $1.74M | Sell |
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|
2023
Q2 | $2.06M | Sell |
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|
2023
Q1 | $2.28M | Hold |
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|
2022
Q4 | $2.19M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $1.19M | Buy |
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|
2021
Q2 | $1.11M | Buy |
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