Horan Capital 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
Q1 | $468K | Buy |
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|
2024
Q4 | $387K | Sell |
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|
2024
Q3 | $400K | Sell |
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|
2024
Q2 | $438K | Hold |
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|
2024
Q1 | $438K | Sell |
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|
2023
Q4 | $416K | Hold |
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|
2023
Q3 | $354K | Sell |
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|
2023
Q2 | $415K | Sell |
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|
2023
Q1 | $399K | Buy |
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|
2022
Q4 | $329K | Hold |
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|
2022
Q3 | $336K | Sell |
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|
2022
Q2 | $337K | Hold |
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|
2022
Q1 | $349K | Hold |
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|
2021
Q4 | $367K | Hold |
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|
2021
Q3 | $329K | Hold |
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|
2021
Q2 | $308K | Hold |
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|
2021
Q1 | $284K | Hold |
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|
2020
Q4 | $259K | Hold |
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|
2020
Q3 | $249K | Hold |
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|
2020
Q2 | $233K | Hold |
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|
2020
Q1 | $204K | Hold |
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|
2019
Q4 | $251K | Hold |
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|
2019
Q3 | $253K | Hold |
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|
2019
Q2 | $254K | Hold |
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|
2019
Q1 | $229K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $199K | Sell |
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|
2018
Q2 | $193K | Hold |
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|
2018
Q1 | $200K | Hold |
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|
2017
Q4 | $205K | Hold |
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|
2017
Q3 | $186K | Buy |
|