MONECO 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $930K | Sell |
4,046
-531
| -12% | -$122K | 0.07% | 226 |
|
|
2025
Q4 | $1.01M | Buy |
4,577
+308
| +7% | +$65.6K | 0.08% | 210 |
|
|
2025
Q3 | $943K | Sell |
4,269
-85
| -2% | -$19.1K | 0.08% | 212 |
|
|
2025
Q2 | $996K | Sell |
4,354
-270
| -6% | -$62.6K | 0.09% | 191 |
|
|
2025
Q1 | $1.07M | Sell |
4,624
-188
| -4% | -$41.6K | 0.11% | 170 |
|
|
2024
Q4 | $971K | Buy |
4,812
+54
| +1% | +$11.6K | 0.1% | 181 |
|
|
2024
Q3 | $988K | Buy |
4,758
+245
| +5% | +$51.1K | 0.12% | 157 |
|
|
2024
Q2 | $963K | Buy |
4,513
+300
| +7% | +$62.4K | 0.14% | 153 |
|
|
2024
Q1 | $898K | Sell |
4,213
-65
| -2% | -$12.8K | 0.14% | 160 |
|
|
2023
Q4 | $766K | Buy |
4,278
+500
| +13% | +$83.8K | 0.15% | 164 |
|
|
2023
Q3 | $576K | Buy |
3,778
+52
| +1% | +$8.41K | 0.16% | 152 |
|
|
2023
Q2 | $646K | Sell |
3,726
-99
| -3% | -$16.4K | 0.18% | 142 |
|
|
2023
Q1 | $624K | Buy |
3,825
+165
| +5% | +$25.3K | 0.18% | 133 |
|
|
2022
Q4 | $574K | Buy |
3,660
+1
| +0% | +$161 | 0.21% | 119 |
|
|
2022
Q3 | $586K | Buy |
3,659
+3
| +0.1% | +$495 | 0.23% | 105 |
|
|
2022
Q2 | $559K | Buy |
3,656
+1
| +0% | +$157 | 0.22% | 108 |
|
|
2022
Q1 | $579K | Buy |
3,655
+58
| +2% | +$8.79K | 0.21% | 113 |
|
|
2021
Q4 | $527K | Buy |
3,597
+70
| +2% | +$11.3K | 0.2% | 124 |
|
|
2021
Q3 | $527K | Buy |
3,527
+26
| +0.7% | +$3.89K | 0.21% | 113 |
|
|
2021
Q2 | $490K | Buy |
3,501
+91
| +3% | +$12.6K | 0.23% | 107 |
|
|
2021
Q1 | $440K | Buy |
3,410
+1
| +0% | +$117 | 0.21% | 110 |
|
|
2020
Q4 | $396K | Hold |
3,409
| – | – | 0.22% | 108 |
|
|
2020
Q3 | $386K | Buy |
3,409
+1
| +0% | +$111 | 0.25% | 93 |
|
|
2020
Q2 | $361K | Buy |
+3,408
| New | +$344K | 0.28% | 86 |
|
|
2020
Q1 | – | Sell |
-1,860
| Closed | -$223K | – | 161 |
|
|
2019
Q4 | $223K | Hold |
1,860
| – | – | 0.16% | 132 |
|
|
2019
Q3 | $214K | Buy |
+1,860
| New | +$217K | 0.17% | 130 |
|
Other funds holding WM
VCM
VPM
