Heritage Wealth Advisors’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 | $425K | Hold |
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|
2025
Q1 | $430K | Sell |
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|
2024
Q4 | $566K | Sell |
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|
2024
Q3 | $585K | Buy |
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|
2024
Q2 | $590K | Sell |
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|
2024
Q1 | $645K | Sell |
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|
2023
Q4 | $668K | Sell |
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|
2023
Q3 | $864K | Sell |
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|
2023
Q2 | $1.26M | Buy |
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|
2023
Q1 | $1.19M | Buy |
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|
2022
Q4 | $1.1M | Sell |
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|
2022
Q3 | $1.26M | Buy |
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|
2022
Q2 | $1.18M | Sell |
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|
2022
Q1 | $1.24M | Sell |
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|
2021
Q4 | $1.34M | Buy |
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|
2021
Q3 | $1.07M | Buy |
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|
2021
Q2 | $999K | Buy |
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|
2021
Q1 | $865K | Buy |
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|
2020
Q4 | $630K | Buy |
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|
2020
Q3 | $585K | Buy |
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|
2020
Q2 | $542K | Buy |
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|
2020
Q1 | $435K | Buy |
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|
2019
Q4 | $514K | Buy |
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|
2019
Q3 | $387K | Buy |
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|
2019
Q2 | $88.5K | Buy |
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|
2019
Q1 | $12.6K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $275K | Hold |
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|
2016
Q1 | $245K | Hold |
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|
2015
Q4 | $221K | Sell |
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|
2015
Q3 | $215K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $225K | Hold |
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|
2014
Q4 | $214K | Buy |
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