High Net Worth Advisory 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 | $1.11M | Buy |
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|
2025
Q1 | $1.12M | Sell |
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|
2024
Q4 | $1.03M | Sell |
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|
2024
Q3 | $1.1M | Buy |
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|
2024
Q2 | $1.13M | Sell |
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|
2024
Q1 | $1.15M | Buy |
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|
2023
Q4 | $943K | Buy |
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|
2023
Q3 | $714K | Hold |
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|
2023
Q2 | $813K | Sell |
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|
2023
Q1 | $767K | Sell |
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|
2022
Q4 | $808K | Buy |
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|
2022
Q3 | $651K | Hold |
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|
2022
Q2 | $621K | Hold |
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|
2022
Q1 | $644K | Buy |
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|
2021
Q4 | $674K | Buy |
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