Journey Strategic Wealth’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 | $1.06M | Buy |
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|
2025
Q1 | $815K | Buy |
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|
2024
Q4 | $710K | Buy |
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|
2024
Q3 | $697K | Buy |
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|
2024
Q2 | $515K | Buy |
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|
2024
Q1 | $335K | Sell |
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|
2023
Q4 | $296K | Sell |
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|
2023
Q3 | $253K | Hold |
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|
2023
Q2 | $288K | Sell |
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|
2023
Q1 | $294K | Sell |
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|
2022
Q4 | $304K | Sell |
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|
2022
Q3 | $344K | Buy |
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|
2022
Q2 | $216K | Sell |
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|
2022
Q1 | $332K | Buy |
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|
2021
Q4 | $310K | Buy |
|