Inspirion 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
Q3 | $694K | Buy |
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|
2025
Q2 | $392K | Buy |
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|
2025
Q1 | $395K | Sell |
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|
2024
Q4 | $680K | Hold |
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|
2024
Q3 | $694K | Hold |
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|
2024
Q2 | $714K | Sell |
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|
2024
Q1 | $938K | Buy |
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|
2023
Q4 | $790K | Buy |
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|
2023
Q3 | $653K | Hold |
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|
2023
Q2 | $743K | Sell |
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|
2023
Q1 | $724K | Buy |
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|
2022
Q4 | $216K | Hold |
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|
2022
Q3 | $220K | Hold |
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|
2022
Q2 | $211K | Sell |
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|
2022
Q1 | $234K | Buy |
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|
2021
Q4 | $228K | Sell |
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|
2021
Q3 | $219K | Hold |
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|
2021
Q2 | $206K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $200K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $202K | Hold |
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|
2019
Q3 | $204K | Hold |
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|
2019
Q2 | $205K | Buy |
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