LA
Legacy Advisors’s Waste Management WM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-12,154
| Closed | -$2.81M | – | 415 |
|
|
2025
Q1 | $2.81M | Buy |
12,154
+275
| +2% | +$63.7K | 0.29% | 66 |
|
|
2024
Q4 | $2.4M | Buy |
11,879
+357
| +3% | +$72K | 0.23% | 72 |
|
|
2024
Q3 | $2.39M | Buy |
11,522
+494
| +4% | +$103K | 0.26% | 71 |
|
|
2024
Q2 | $2.35M | Buy |
11,028
+688
| +7% | +$147K | 0.29% | 68 |
|
|
2024
Q1 | $2.2M | Buy |
10,340
+320
| +3% | +$68.2K | 0.28% | 66 |
|
|
2023
Q4 | $1.79M | Sell |
10,020
-671
| -6% | -$120K | 0.23% | 84 |
|
|
2023
Q3 | $1.63M | Buy |
10,691
+1,255
| +13% | +$191K | 0.26% | 85 |
|
|
2023
Q2 | $1.64M | Buy |
9,436
+1,121
| +13% | +$194K | 0.24% | 82 |
|
|
2023
Q1 | $1.36M | Buy |
8,315
+906
| +12% | +$148K | 0.25% | 76 |
|
|
2022
Q4 | $1.16M | Buy |
7,409
+1,887
| +34% | +$296K | 0.21% | 77 |
|
|
2022
Q3 | $885K | Buy |
5,522
+613
| +12% | +$98.2K | 0.2% | 80 |
|
|
2022
Q2 | $751K | Buy |
4,909
+1,697
| +53% | +$260K | 0.16% | 90 |
|
|
2022
Q1 | $509K | Buy |
+3,212
| New | +$509K | 0.1% | 123 |
|
|
2019
Q3 | – | Sell |
-200
| Closed | -$23K | – | 338 |
|
|
2019
Q2 | $23K | Hold |
200
| – | – | 0.02% | 250 |
|
|
2019
Q1 | $21K | Buy |
+200
| New | +$21K | 0.01% | 277 |
|
|
2018
Q4 | – | Sell |
-600
| Closed | -$54K | – | 400 |
|
|
2018
Q3 | $54K | Buy |
600
+400
| +200% | +$36K | 0.03% | 224 |
|
|
2018
Q2 | $16K | Hold |
200
| – | – | 0.01% | 273 |
|
|
2018
Q1 | $17K | Buy |
+200
| New | +$17K | 0.01% | 223 |
|
|
2017
Q4 | – | Sell |
-78
| Closed | -$6K | – | 435 |
|
|
2017
Q3 | $6K | Buy |
+78
| New | +$6K | 0.01% | 277 |
|