JFS 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
Q2 | $361K | Buy |
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|
2025
Q1 | $134K | Buy |
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|
2024
Q4 | $73.7K | Buy |
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|
2024
Q3 | $75.6K | Buy |
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|
2024
Q2 | $49.3K | Sell |
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|
2024
Q1 | $49.9K | Buy |
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|
2023
Q4 | $37.8K | Buy |
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|
2023
Q3 | $28.2K | Buy |
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|
2023
Q2 | $31.7K | Sell |
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|
2023
Q1 | $30.8K | Hold |
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|
2022
Q4 | $29.6K | Sell |
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|
2022
Q3 | $117K | Sell |
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|
2022
Q2 | $115K | Buy |
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|
2022
Q1 | $109K | Buy |
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|
2021
Q4 | $104K | Buy |
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|
2021
Q3 | $88K | Buy |
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|
2021
Q2 | $7K | Hold |
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|
2021
Q1 | $7K | Hold |
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|
2020
Q4 | $6K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $10K | Hold |
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|
2015
Q1 | $12K | Sell |
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|
2014
Q4 | $12K | Sell |
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|
2014
Q3 | $13K | Buy |
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|
2014
Q2 | $11K | Buy |
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