Clearstead Trust’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 | $3.47M | Sell |
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|
2025
Q1 | $3.52M | Buy |
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|
2024
Q4 | $3.02M | Sell |
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|
2024
Q3 | $4.09M | Buy |
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|
2024
Q2 | $4.17M | Buy |
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|
2024
Q1 | $4.13M | Buy |
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|
2023
Q4 | $3.35M | Buy |
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|
2023
Q3 | $2.61M | Buy |
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|
2023
Q2 | $1.51M | Sell |
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|
2023
Q1 | $2.32M | Sell |
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|
2022
Q4 | $2.24M | Buy |
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|
2022
Q3 | $904K | Buy |
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|
2022
Q2 | $843K | Hold |
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|
2022
Q1 | $873K | Sell |
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|
2021
Q4 | $932K | Hold |
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|
2021
Q3 | $835K | Buy |
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|
2021
Q2 | $497K | Hold |
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|
2021
Q1 | $458K | Sell |
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|
2020
Q4 | $2.12M | Buy |
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|
2020
Q3 | $2.02M | Buy |
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|
2020
Q2 | $1.76M | Sell |
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|
2020
Q1 | $1.8M | Buy |
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|
2019
Q4 | $1.95M | Buy |
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|
2019
Q3 | $416K | Sell |
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|
2019
Q2 | $431K | Hold |
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|
2019
Q1 | $389K | Sell |
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|
2018
Q4 | $337K | Sell |
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|
2018
Q3 | $343K | Sell |
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|
2018
Q2 | $311K | Buy |
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|
2018
Q1 | $299K | Sell |
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|
2017
Q4 | $330K | Hold |
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|
2017
Q3 | $299K | Hold |
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|
2017
Q2 | $172K | Buy |
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|
2017
Q1 | $259K | Hold |
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|
2016
Q4 | $252K | Buy |
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