Heritage Trust’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 | $397K | Sell |
|
|||||
|
2025
Q1 | $419K | Hold |
|
|||||
|
2024
Q4 | $365K | Buy |
|
|||||
|
2024
Q2 | $407K | Hold |
|
|||||
|
2024
Q1 | $407K | Hold |
|
|||||
|
2023
Q4 | $342K | Buy |
|
|||||
|
2023
Q3 | $276K | Sell |
|
|||||
|
2023
Q2 | $323K | Buy |
|
|||||
|
2023
Q1 | $252K | Sell |
|
|||||
|
2022
Q4 | $291K | Buy |
|
|||||
|
2022
Q3 | $290K | Hold |
|
|||||
|
2022
Q2 | $276K | Hold |
|
|||||
|
2022
Q1 | $287K | Sell |
|
|||||
|
2021
Q4 | $303K | Hold |
|
|||||
|
2021
Q3 | $271K | Buy |
|
|||||
|
2021
Q2 | $240K | Sell |
|
|||||
|
2021
Q1 | $232K | Sell |
|
|||||
|
2020
Q4 | $222K | Buy |
|
|||||
|
2020
Q3 | $205K | Sell |
|
|||||
|
2020
Q2 | $231K | Hold |
|
|||||
|
2020
Q1 | $202K | Buy |
|
|||||
|
2019
Q4 | $231K | Buy |
|
|||||
|
2019
Q1 | – | Sell |
|
|||||
|
2018
Q4 | $9K | Sell |
|
|||||
|
2018
Q3 | $18K | Hold |
|
|||||
|
2018
Q2 | $16K | Hold |
|
|||||
|
2018
Q1 | $17K | Sell |
|
|||||
|
2017
Q4 | $25K | Hold |
|
|||||
|
2017
Q3 | $22K | Buy |
|
|||||
|
2017
Q2 | $15K | Buy |
|