CIA
Concurrent Investment Advisors’s Waste Management WM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.5M | Buy |
28,393
+1,849
| +7% | +$423K | 0.13% | 178 |
|
|
2025
Q1 | $6.15M | Buy |
26,544
+6,298
| +31% | +$1.46M | 0.15% | 147 |
|
|
2024
Q4 | $4.09M | Buy |
20,246
+265
| +1% | +$53.5K | 0.11% | 186 |
|
|
2024
Q3 | $4.15M | Sell |
19,981
-5,457
| -21% | -$1.13M | 0.12% | 175 |
|
|
2024
Q2 | $5.43M | Buy |
25,438
+10,303
| +68% | +$2.2M | 0.18% | 125 |
|
|
2024
Q1 | $3.23M | Sell |
15,135
-1,548
| -9% | -$330K | 0.13% | 170 |
|
|
2023
Q4 | $2.99M | Buy |
+16,683
| New | +$2.99M | 0.14% | 159 |
|