Geneos 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
Q3 | $1.07M | Buy |
|
|||||
|
2025
Q2 | $839K | Sell |
|
|||||
|
2025
Q1 | $1.58M | Buy |
|
|||||
|
2024
Q4 | $466K | Buy |
|
|||||
|
2024
Q3 | $468K | Buy |
|
|||||
|
2024
Q2 | $423K | Buy |
|
|||||
|
2024
Q1 | $387K | Sell |
|
|||||
|
2023
Q4 | $334K | Sell |
|
|||||
|
2023
Q3 | $310K | Buy |
|
|||||
|
2023
Q2 | $265K | Sell |
|
|||||
|
2023
Q1 | $282K | Sell |
|
|||||
|
2022
Q4 | $294K | Buy |
|
|||||
|
2022
Q3 | $289K | Sell |
|
|||||
|
2022
Q2 | $439K | Buy |
|
|||||
|
2022
Q1 | $431K | Buy |
|
|||||
|
2021
Q4 | $385K | Buy |
|
|||||
|
2021
Q3 | $344K | Buy |
|
|||||
|
2021
Q2 | $326K | Sell |
|
|||||
|
2021
Q1 | $359K | Sell |
|
|||||
|
2020
Q4 | $251K | Sell |
|
|||||
|
2020
Q3 | $455K | Buy |
|
|||||
|
2020
Q2 | $401K | Sell |
|
|||||
|
2020
Q1 | $372K | Sell |
|
|||||
|
2019
Q4 | $506K | Sell |
|
|||||
|
2019
Q3 | $515K | Sell |
|
|||||
|
2019
Q2 | $556K | Sell |
|
|||||
|
2019
Q1 | $525K | Buy |
|
|||||
|
2018
Q4 | $369K | Buy |
|
|||||
|
2018
Q3 | $367K | Buy |
|
|||||
|
2018
Q2 | $298K | Buy |
|
|||||
|
2018
Q1 | $291K | Sell |
|
|||||
|
2017
Q4 | $319K | Buy |
|
|||||
|
2017
Q3 | $184K | Buy |
|
|||||
|
2017
Q2 | $173K | Sell |
|
|||||
|
2017
Q1 | $174K | Sell |
|
|||||
|
2016
Q4 | $194K | Sell |
|
|||||
|
2016
Q3 | $186K | Sell |
|
|||||
|
2016
Q2 | $836K | Buy |
|
|||||
|
2016
Q1 | $518K | Buy |
|