Great Valley Advisor Group’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 | $2.24M | Buy |
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|
2025
Q1 | $2.21M | Buy |
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|
2024
Q4 | $1.9M | Buy |
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|
2024
Q3 | $1.95M | Buy |
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|
2024
Q2 | $1.99M | Buy |
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|
2024
Q1 | $1.93M | Hold |
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|
2023
Q4 | $1.62M | Sell |
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|
2023
Q3 | $1.38M | Buy |
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|
2023
Q2 | $1.57M | Sell |
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|
2023
Q1 | $1.48M | Sell |
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|
2022
Q4 | $1.43M | Sell |
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|
2022
Q3 | $1.5M | Sell |
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|
2022
Q2 | $1.43M | Buy |
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|
2022
Q1 | $1.5M | Sell |
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|
2021
Q4 | $1.56M | Buy |
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|
2021
Q3 | $1.24M | Sell |
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|
2021
Q2 | $1.15M | Buy |
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|
2021
Q1 | $1.07M | Sell |
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|
2020
Q4 | $1.01M | Buy |
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|
2020
Q3 | $949K | Sell |
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|
2020
Q2 | $889K | Buy |
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|
2020
Q1 | $647K | Sell |
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|
2019
Q4 | $800K | Hold |
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|
2019
Q3 | $808K | Hold |
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|
2019
Q2 | $810K | Sell |
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|
2019
Q1 | $780K | Buy |
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