Legacy Financial Advisors’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 | $381K | Sell |
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|
2025
Q1 | $389K | Buy |
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|
2024
Q4 | $318K | Sell |
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|
2024
Q3 | $353K | Sell |
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|
2024
Q2 | $365K | Buy |
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|
2024
Q1 | $359K | Buy |
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|
2023
Q4 | $301K | Buy |
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|
2023
Q3 | $229K | Buy |
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|
2023
Q2 | $224K | Sell |
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|
2023
Q1 | $226K | Sell |
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|
2022
Q4 | $217K | Sell |
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|
2022
Q3 | $253K | Buy |
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|
2022
Q2 | $207K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $203K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $71K | Buy |
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|
2018
Q4 | $43K | Buy |
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|
2018
Q3 | $26K | Hold |
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|
2018
Q2 | $24K | Sell |
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|
2018
Q1 | $31K | Buy |
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|
2017
Q4 | $25K | Buy |
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