LGA
Lebenthal Global Advisors’s Waste Management WM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.12M | Sell |
4,879
-104
| -2% | -$23.8K | 0.21% | 74 |
|
|
2025
Q1 | $1.15M | Sell |
4,983
-295
| -6% | -$68.3K | 0.22% | 64 |
|
|
2024
Q4 | $1.07M | Buy |
5,278
+734
| +16% | +$148K | 0.19% | 81 |
|
|
2024
Q3 | $943K | Buy |
+4,544
| New | +$943K | 0.19% | 81 |
|
|
2021
Q1 | – | Sell |
-70
| Closed | -$8K | – | 550 |
|
|
2020
Q4 | $8K | Buy |
+70
| New | +$8K | 0.01% | 463 |
|