Gladstone Institutional Advisory’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 | $851K | Buy |
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|
2025
Q2 | $870K | Sell |
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|
2025
Q1 | $912K | Buy |
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|
2024
Q4 | $537K | Sell |
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|
2024
Q3 | $592K | Sell |
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|
2024
Q2 | $752K | Buy |
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|
2024
Q1 | $748K | Sell |
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|
2023
Q4 | $837K | Sell |
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|
2023
Q3 | $762K | Sell |
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|
2023
Q2 | $909K | Sell |
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|
2023
Q1 | $902K | Buy |
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|
2022
Q4 | $848K | Buy |
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|
2022
Q3 | $864K | Buy |
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|
2022
Q2 | $800K | Sell |
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|
2022
Q1 | $894K | Buy |
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|
2021
Q4 | $615K | Buy |
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|
2021
Q3 | $445K | Buy |
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|
2021
Q2 | $281K | Buy |
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|
2021
Q1 | $243K | Buy |
|