EP Wealth Advisors’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 | $33.8M | Buy |
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|
2025
Q1 | $30.7M | Buy |
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|
2024
Q4 | $3.48M | Buy |
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|
2024
Q3 | $3.42M | Buy |
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|
2024
Q2 | $2.94M | Buy |
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|
2024
Q1 | $1.95M | Buy |
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|
2023
Q4 | $1.59M | Sell |
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|
2023
Q3 | $1.4M | Sell |
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|
2023
Q2 | $1.62M | Sell |
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|
2023
Q1 | $4.19M | Buy |
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|
2022
Q4 | $1.53M | Sell |
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|
2022
Q3 | $1.78M | Buy |
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|
2022
Q2 | $924K | Buy |
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|
2022
Q1 | $617K | Sell |
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|
2021
Q4 | $753K | Sell |
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|
2021
Q3 | $755K | Sell |
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|
2021
Q2 | $1.21M | Buy |
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|
2021
Q1 | $503K | Sell |
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|
2020
Q4 | $576K | Buy |
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|
2020
Q3 | $353K | Buy |
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|
2020
Q2 | – | Hold |
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