Evercore 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 | $1.61M | Hold |
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|
2025
Q1 | $1.63M | Sell |
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|
2024
Q4 | $1.43M | Hold |
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|
2024
Q3 | $1.47M | Hold |
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|
2024
Q2 | $1.52M | Hold |
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|
2024
Q1 | $1.51M | Sell |
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|
2023
Q4 | $1.28M | Buy |
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|
2023
Q3 | $1.08M | Buy |
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|
2023
Q2 | $1.19M | Hold |
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|
2023
Q1 | $1.12M | Sell |
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|
2022
Q4 | $1.07M | Buy |
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|
2022
Q3 | $1.09M | Hold |
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|
2022
Q2 | $1.04M | Hold |
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|
2022
Q1 | $1.08M | Sell |
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|
2021
Q4 | $1.18M | Hold |
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|
2021
Q3 | $1.05M | Sell |
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|
2021
Q2 | $991K | Sell |
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|
2021
Q1 | $955K | Sell |
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|
2020
Q4 | $1.02M | Buy |
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|
2020
Q3 | $780K | Sell |
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|
2020
Q2 | $753K | Buy |
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|
2020
Q1 | $653K | Buy |
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|
2019
Q4 | $743K | Sell |
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|
2019
Q3 | $784K | Buy |
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|
2019
Q2 | $781K | Hold |
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|
2019
Q1 | $703K | Buy |
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|
2018
Q4 | $563K | Buy |
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|
2018
Q3 | $566K | Sell |
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|
2018
Q2 | $1.05M | Hold |
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|
2018
Q1 | $1.08M | Hold |
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|
2017
Q4 | $1.11M | Hold |
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|
2017
Q3 | $1.01M | Hold |
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|
2017
Q2 | $943K | Hold |
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|
2017
Q1 | $937K | Buy |
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|
2016
Q4 | $693K | Sell |
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|
2016
Q3 | $643K | Hold |
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|
2016
Q2 | $669K | Buy |
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|
2016
Q1 | $576K | Sell |
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|
2015
Q4 | $734K | Hold |
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|
2015
Q3 | $682K | Buy |
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|
2015
Q2 | $357K | Buy |
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|
2015
Q1 | $412K | Buy |
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|
2014
Q4 | $371K | Hold |
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|
2014
Q3 | $344K | Sell |
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|
2014
Q2 | $325K | Sell |
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|
2014
Q1 | $374K | Sell |
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|
2013
Q4 | $503K | Buy |
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|
2013
Q3 | $311K | Sell |
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|
2013
Q2 | $424K | Buy |
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