Milestone Asset Management’s Waste Management WM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$933K Sell
4,058
-1,482
-27% -$341K 0.17% 125
2025
Q4
$1.22M Buy
5,540
+1,100
+25% +$234K 0.23% 83
2025
Q3
$981K Sell
4,440
-281
-6% -$63.3K 0.19% 95
2025
Q2
$1.08M Sell
4,721
-131
-3% -$30.4K 0.23% 81
2025
Q1
$1.12M Buy
4,852
+293
+6% +$64.9K 0.24% 83
2024
Q4
$920K Buy
4,559
+946
+26% +$203K 0.2% 111
2024
Q3
$750K Buy
3,613
+298
+9% +$62.2K 0.17% 107
2024
Q2
$707K Buy
3,315
+1,429
+76% +$297K 0.18% 108
2024
Q1
$402K Buy
1,886
+712
+61% +$140K 0.11% 120
2023
Q4
$210K Buy
+1,174
New +$197K 0.07% 82

Other funds holding WM