J.W. Coons 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 | $1.04M | Hold |
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|
2025
Q1 | $1.05M | Hold |
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|
2024
Q4 | $918K | Hold |
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|
2024
Q3 | $945K | Hold |
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|
2024
Q2 | $971K | Hold |
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|
2024
Q1 | $970K | Hold |
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|
2023
Q4 | $815K | Hold |
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|
2023
Q3 | $694K | Hold |
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|
2023
Q2 | $789K | Hold |
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|
2023
Q1 | $742K | Hold |
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|
2022
Q4 | $714K | Hold |
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|
2022
Q3 | $729K | Hold |
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|
2022
Q2 | $696K | Hold |
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|
2022
Q1 | $726K | Buy |
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|
2021
Q4 | $593K | Hold |
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|
2021
Q3 | $529K | Hold |
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|
2021
Q2 | $497K | Hold |
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|
2021
Q1 | $458K | Sell |
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|
2020
Q4 | $487K | Sell |
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|
2020
Q3 | $481K | Hold |
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|
2020
Q2 | $450K | Buy |
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|
2020
Q1 | $370K | Buy |
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