GeoWealth 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 | $647K | Buy |
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|
2025
Q1 | $653K | Sell |
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|
2024
Q4 | $931K | Sell |
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|
2024
Q3 | $1.06M | Sell |
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|
2024
Q2 | $1.17M | Buy |
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|
2024
Q1 | $1.07M | Buy |
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|
2023
Q4 | $825K | Buy |
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|
2023
Q3 | $254K | Buy |
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|
2023
Q2 | $260K | Sell |
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|
2023
Q1 | $251K | Sell |
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|
2022
Q4 | $268K | Sell |
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|
2022
Q3 | $279K | Sell |
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|
2022
Q2 | $358K | Sell |
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|
2022
Q1 | $412K | Sell |
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|
2021
Q4 | $603K | Buy |
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|
2021
Q3 | $538K | Sell |
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|
2021
Q2 | $514K | Buy |
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|
2021
Q1 | $407K | Buy |
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|
2020
Q4 | $336K | Buy |
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|
2020
Q3 | $292K | Sell |
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|
2020
Q2 | $285K | Buy |
|