KWB 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
Q3 | $760K | Sell |
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|
2025
Q2 | $835K | Buy |
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|
2025
Q1 | $718K | Buy |
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|
2024
Q4 | $717K | Buy |
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|
2024
Q3 | $584K | Sell |
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|
2024
Q2 | $791K | Sell |
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|
2024
Q1 | $805K | Sell |
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|
2023
Q4 | $717K | Sell |
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|
2023
Q3 | $717K | Sell |
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|
2023
Q2 | $765K | Buy |
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|
2023
Q1 | $558K | Hold |
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|
2022
Q4 | $558K | Buy |
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|
2022
Q3 | $568K | Buy |
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|
2022
Q2 | $526K | Buy |
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|
2022
Q1 | $493K | Hold |
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|
2021
Q4 | $493K | Buy |
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|
2021
Q3 | $440K | Buy |
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|
2021
Q2 | $355K | Hold |
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|
2021
Q1 | $355K | Buy |
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|
2020
Q4 | $286K | Buy |
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