Joel Isaacson & Co’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 | $680K | Hold |
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|
2025
Q1 | $688K | Hold |
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|
2024
Q4 | $599K | Hold |
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|
2024
Q3 | $617K | Hold |
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|
2024
Q2 | $634K | Buy |
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|
2024
Q1 | $598K | Buy |
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|
2023
Q4 | $498K | Buy |
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|
2023
Q3 | $411K | Hold |
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|
2023
Q2 | $467K | Hold |
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|
2023
Q1 | $440K | Sell |
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|
2022
Q4 | $461K | Buy |
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|
2022
Q3 | $463K | Hold |
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|
2022
Q2 | $442K | Hold |
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|
2022
Q1 | $457K | Buy |
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|
2021
Q4 | $456K | Buy |
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|
2021
Q3 | $404K | Hold |
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|
2021
Q2 | $379K | Hold |
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|
2021
Q1 | $349K | Hold |
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|
2020
Q4 | $319K | Buy |
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|
2020
Q3 | $299K | Hold |
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|
2020
Q2 | $280K | Buy |
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|
2020
Q1 | $243K | Buy |
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|
2019
Q4 | $279K | Hold |
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|
2019
Q3 | $282K | Sell |
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|
2019
Q2 | $283K | Sell |
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|
2019
Q1 | $255K | Hold |
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|
2018
Q4 | $230K | Buy |
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|
2018
Q3 | $221K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $206K | Hold |
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|
2017
Q4 | $211K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $174K | Hold |
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|
2016
Q3 | $156K | Hold |
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|
2016
Q2 | $162K | Hold |
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|
2016
Q1 | $145K | Hold |
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|
2015
Q4 | $131K | Hold |
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|
2015
Q3 | $122K | Hold |
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|
2015
Q2 | $114K | Hold |
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|
2015
Q1 | $133K | Sell |
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|
2014
Q4 | $131K | Buy |
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|
2014
Q3 | $100K | Sell |
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|
2014
Q2 | $114K | Buy |
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|
2014
Q1 | $107K | Buy |
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|
2013
Q4 | $90K | Hold |
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|
2013
Q3 | $82K | Hold |
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|
2013
Q2 | $81K | Buy |
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