EverSource Wealth Advisors’s Waste Management WM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $900K | Buy |
3,934
+185
| +5% | +$42.3K | 0.04% | 304 |
|
|
2025
Q1 | $868K | Buy |
3,749
+658
| +21% | +$152K | 0.05% | 271 |
|
|
2024
Q4 | $624K | Buy |
3,091
+49
| +2% | +$9.89K | 0.04% | 325 |
|
|
2024
Q3 | $632K | Buy |
3,042
+275
| +10% | +$57.1K | 0.04% | 291 |
|
|
2024
Q2 | $561K | Buy |
2,767
+1,084
| +64% | +$220K | 0.04% | 291 |
|
|
2024
Q1 | $350K | Buy |
1,683
+637
| +61% | +$133K | 0.03% | 343 |
|
|
2023
Q4 | $187K | Sell |
1,046
-15
| -1% | -$2.69K | 0.02% | 445 |
|
|
2023
Q3 | $162K | Sell |
1,061
-67
| -6% | -$10.2K | 0.02% | 447 |
|
|
2023
Q2 | $196K | Buy |
1,128
+70
| +7% | +$12.1K | 0.02% | 400 |
|
|
2023
Q1 | $173K | Buy |
1,058
+419
| +66% | +$68.4K | 0.02% | 397 |
|
|
2022
Q4 | $100K | Sell |
639
-137
| -18% | -$21.5K | 0.02% | 507 |
|
|
2022
Q3 | $125K | Buy |
776
+150
| +24% | +$24.2K | 0.03% | 378 |
|
|
2022
Q2 | $96K | Sell |
626
-185
| -23% | -$28.4K | 0.02% | 383 |
|
|
2022
Q1 | $128K | Sell |
811
-16
| -2% | -$2.53K | 0.03% | 300 |
|
|
2021
Q4 | $139K | Buy |
+827
| New | +$139K | 0.04% | 269 |
|