Congress Wealth Management’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 | $2.05M | Buy |
|
|||||
|
2025
Q1 | $1.23M | Buy |
|
|||||
|
2024
Q4 | $419K | Buy |
|
|||||
|
2024
Q3 | $316K | Buy |
|
|||||
|
2024
Q2 | $292K | Hold |
|
|||||
|
2024
Q1 | $292K | Sell |
|
|||||
|
2023
Q4 | $279K | Buy |
|
|||||
|
2023
Q3 | $234K | Buy |
|
|||||
|
2023
Q2 | $263K | Buy |
|
|||||
|
2023
Q1 | $213K | Sell |
|
|||||
|
2022
Q4 | $225K | Buy |
|
|||||
|
2022
Q3 | $205K | Buy |
|