Crestwood Advisors Group’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 | $1.62M | Buy |
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|
2025
Q1 | $1.46M | Buy |
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|
2024
Q4 | $416K | Sell |
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|
2024
Q3 | $437K | Buy |
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|
2024
Q2 | $443K | Sell |
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|
2024
Q1 | $501K | Buy |
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|
2023
Q4 | $367K | Buy |
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|
2023
Q3 | $289K | Buy |
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|
2023
Q2 | $278K | Buy |
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|
2023
Q1 | $215K | Sell |
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|
2022
Q4 | $234K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $64K | Buy |
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