Herold 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 | $649K | Buy |
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|
2025
Q1 | $611K | Hold |
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|
2024
Q4 | $533K | Buy |
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|
2024
Q3 | $548K | Hold |
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|
2024
Q2 | $563K | Hold |
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|
2024
Q1 | $562K | Sell |
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|
2023
Q4 | $1.42M | Hold |
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|
2023
Q3 | $1.21M | Buy |
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|
2023
Q2 | $476K | Buy |
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|
2023
Q1 | $448K | Sell |
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|
2022
Q4 | $2.16M | Sell |
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|
2022
Q3 | $2.21M | Buy |
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|
2022
Q2 | $2.1M | Buy |
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|
2022
Q1 | $2.08M | Buy |
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|
2021
Q4 | $382K | Buy |
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|
2021
Q3 | $194K | Buy |
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