Loring Wolcott & Coolidge Fiduciary 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 | $327K | Hold |
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|
2025
Q1 | $326K | Hold |
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|
2024
Q4 | $305K | Buy |
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|
2024
Q3 | $250K | Hold |
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|
2024
Q2 | $264K | Sell |
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|
2024
Q1 | $264K | Sell |
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|
2023
Q4 | $250K | Sell |
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|
2023
Q3 | $232K | Hold |
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|
2023
Q2 | $241K | Hold |
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|
2023
Q1 | $227K | Sell |
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|
2022
Q4 | $237K | Sell |
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|
2022
Q3 | $264K | Sell |
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|
2022
Q2 | $316K | Buy |
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|
2022
Q1 | $229K | Sell |
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|
2021
Q4 | $647K | Buy |
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|
2021
Q3 | $575K | Hold |
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|
2021
Q2 | $539K | Buy |
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|
2021
Q1 | $383K | Buy |
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|
2020
Q4 | $42K | Buy |
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|
2020
Q3 | $29K | Hold |
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|
2020
Q2 | $27K | Hold |
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|
2020
Q1 | $24K | Sell |
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|
2019
Q4 | $35K | Buy |
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|
2019
Q3 | $24K | Hold |
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|
2019
Q2 | $24K | Hold |
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|
2019
Q1 | $22K | Hold |
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|
2018
Q4 | $19K | Hold |
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|
2018
Q3 | $19K | Hold |
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|
2018
Q2 | $17K | Hold |
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|
2018
Q1 | $17K | Hold |
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|
2017
Q4 | $18K | Hold |
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|
2017
Q3 | $16K | Sell |
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|
2017
Q2 | $18K | Buy |
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|
2017
Q1 | $15K | Hold |
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|
2016
Q4 | $15K | Sell |
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|
2016
Q3 | $27K | Buy |
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|
2016
Q2 | $14K | Hold |
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|
2016
Q1 | $13K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $5K | Sell |
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|
2014
Q3 | $48K | Hold |
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|
2014
Q2 | $45K | Buy |
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