Concord Wealth Partners’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 | $160K | Hold |
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|
2025
Q1 | $162K | Buy |
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|
2024
Q4 | $99K | Buy |
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|
2024
Q3 | $92.7K | Hold |
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|
2024
Q2 | $95.3K | Hold |
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|
2024
Q1 | $95.2K | Hold |
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|
2023
Q4 | $80K | Sell |
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|
2023
Q3 | $93.1K | Sell |
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|
2023
Q2 | $107K | Buy |
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|
2023
Q1 | $99.3K | Sell |
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|
2022
Q4 | $99.4K | Sell |
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|
2022
Q3 | $216K | Sell |
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|
2022
Q2 | $218K | Sell |
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|
2022
Q1 | $240K | Sell |
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|
2021
Q4 | $253K | Buy |
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|
2021
Q3 | $135K | Sell |
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|
2021
Q2 | $157K | Sell |
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|
2021
Q1 | $155K | Buy |
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|
2020
Q4 | $42K | Buy |
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