Jeppson Wealth Management’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 | $462K | Hold |
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|
2025
Q2 | $479K | Sell |
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|
2025
Q1 | $666K | Hold |
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|
2024
Q4 | $581K | Sell |
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|
2024
Q3 | $602K | Hold |
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|
2024
Q2 | $619K | Sell |
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|
2024
Q1 | $635K | Sell |
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|
2023
Q4 | $535K | Buy |
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|
2023
Q3 | $421K | Sell |
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|
2023
Q2 | $755K | Hold |
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|
2023
Q1 | $710K | Sell |
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|
2022
Q4 | $764K | Hold |
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|
2022
Q3 | $781K | Hold |
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|
2022
Q2 | $745K | Buy |
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|
2022
Q1 | $701K | Sell |
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|
2021
Q4 | $740K | Hold |
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|
2021
Q3 | $662K | Sell |
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|
2021
Q2 | $628K | Hold |
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|
2021
Q1 | $578K | Sell |
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|
2020
Q4 | $530K | Buy |
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|
2020
Q3 | $504K | Buy |
|