Larson Financial Group’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 | $845K | Buy |
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|
2025
Q1 | $714K | Buy |
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|
2024
Q4 | $555K | Buy |
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|
2024
Q3 | $362K | Sell |
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|
2024
Q2 | $387K | Buy |
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|
2024
Q1 | $262K | Buy |
|
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|
2023
Q4 | $211K | Buy |
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|
2023
Q3 | $178K | Buy |
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|
2023
Q2 | $180K | Sell |
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|
2023
Q1 | $190K | Buy |
|
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|
2022
Q4 | $151K | Buy |
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|
2022
Q3 | $153K | Buy |
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|
2022
Q2 | $138K | Buy |
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|
2022
Q1 | $46K | Hold |
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|
2021
Q4 | $48K | Hold |
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|
2021
Q3 | $43K | Hold |
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|
2021
Q2 | $41K | Sell |
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|
2021
Q1 | $38K | Hold |
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|
2020
Q4 | $35K | Hold |
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|
2020
Q3 | $34K | Buy |
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|
2020
Q2 | $30K | Hold |
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|
2020
Q1 | $26K | Buy |
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|
2019
Q4 | $32K | Hold |
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|
2019
Q3 | $33K | Hold |
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|
2019
Q2 | $33K | Sell |
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|
2019
Q1 | $30K | Sell |
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|
2018
Q4 | $26K | Buy |
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