KMG Fiduciary Partners’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 | $503K | Hold |
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|
2025
Q2 | $521K | Hold |
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|
2025
Q1 | $527K | Sell |
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|
2024
Q4 | $460K | Sell |
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|
2024
Q3 | $475K | Hold |
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|
2024
Q2 | $488K | Hold |
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|
2024
Q1 | $487K | Hold |
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|
2023
Q4 | $410K | Sell |
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|
2023
Q3 | $349K | Sell |
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|
2023
Q2 | $416K | Sell |
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|
2023
Q1 | $433K | Sell |
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|
2022
Q4 | $419K | Buy |
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|
2022
Q3 | $367K | Hold |
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|
2022
Q2 | $350K | Hold |
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|
2022
Q1 | $363K | Hold |
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|
2021
Q4 | $382K | Hold |
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|
2021
Q3 | $342K | Sell |
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|
2021
Q2 | $377K | Buy |
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|
2021
Q1 | $251K | Buy |
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|
2020
Q4 | $224K | Hold |
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|
2020
Q3 | $220K | Sell |
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|
2020
Q2 | $214K | Sell |
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|
2020
Q1 | $271K | Sell |
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|
2019
Q4 | $362K | Hold |
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|
2019
Q3 | $365K | Hold |
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|
2019
Q2 | $366K | Hold |
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|
2019
Q1 | $330K | Hold |
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|
2018
Q4 | $282K | Buy |
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