Mark Sheptoff Financial Planning’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 | $426K | Buy |
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|
2025
Q1 | $428K | Hold |
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|
2024
Q4 | $373K | Hold |
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|
2024
Q3 | $384K | Hold |
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|
2024
Q2 | $395K | Hold |
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|
2024
Q1 | $394K | Hold |
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|
2023
Q4 | $331K | Hold |
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|
2023
Q3 | $282K | Sell |
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|
2023
Q2 | $425K | Hold |
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|
2023
Q1 | $400K | Sell |
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|
2022
Q4 | $400K | Hold |
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|
2022
Q3 | $409K | Buy |
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|
2022
Q2 | $283K | Buy |
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|
2022
Q1 | $246K | Sell |
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|
2021
Q4 | $284K | Buy |
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|
2021
Q3 | $239K | Sell |
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|
2021
Q2 | $252K | Hold |
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|
2021
Q1 | $232K | Hold |
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|
2020
Q4 | $212K | Hold |
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|
2020
Q3 | $204K | Hold |
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|
2020
Q2 | $191K | Sell |
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|
2020
Q1 | $176K | Sell |
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|
2019
Q4 | $251K | Hold |
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|
2019
Q3 | $253K | Hold |
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|
2019
Q2 | $254K | Hold |
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|
2019
Q1 | $229K | Buy |
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|
2018
Q4 | $18K | Hold |
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|
2018
Q3 | $18K | Sell |
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|
2018
Q2 | $139K | Hold |
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|
2018
Q1 | $144K | Hold |
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|
2017
Q4 | $148K | Hold |
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|
2017
Q3 | $134K | Hold |
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|
2017
Q2 | $125K | Sell |
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|
2017
Q1 | $125K | Buy |
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|
2016
Q4 | $121K | Hold |
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|
2016
Q3 | $109K | Hold |
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|
2016
Q2 | $113K | Hold |
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|
2016
Q1 | $101K | Hold |
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|
2015
Q4 | $91K | Hold |
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|
2015
Q3 | $85K | Hold |
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|
2015
Q2 | $79K | Hold |
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|
2015
Q1 | $93K | Hold |
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|
2014
Q4 | $88K | Hold |
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|
2014
Q3 | $81K | Hold |
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|
2014
Q2 | $76K | Hold |
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|
2014
Q1 | $72K | Buy |
|