HHGA
Halbert Hargrove Global Advisors’s Waste Management WM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $38K | Sell |
166
-15
| -8% | -$3.43K | ﹤0.01% | 147 |
|
|
2025
Q1 | $41.9K | Buy |
181
+15
| +9% | +$3.47K | ﹤0.01% | 145 |
|
|
2024
Q4 | $33.5K | Buy |
+166
| New | +$33.5K | ﹤0.01% | 158 |
|
|
2022
Q4 | – | Sell |
-1,413
| Closed | -$227K | – | 166 |
|
|
2022
Q3 | $227K | Buy |
+1,413
| New | +$227K | 0.02% | 127 |
|
|
2022
Q1 | – | Sell |
-1,241
| Closed | -$207K | – | 175 |
|
|
2021
Q4 | $207K | Buy |
+1,241
| New | +$207K | 0.01% | 154 |
|