Moneta Group Investment 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 | $1.43M | Sell |
6,228
-45
| -0.7% | -$10.3K | 0.01% | 310 |
|
|
2025
Q4 | $1.38M | Sell |
6,273
-187
| -3% | -$39.9K | 0.01% | 310 |
|
|
2025
Q3 | $1.43M | Buy |
6,460
+216
| +3% | +$48.6K | 0.01% | 297 |
|
|
2025
Q2 | $1.43M | Buy |
6,244
+622
| +11% | +$144K | 0.02% | 263 |
|
|
2025
Q1 | $1.3M | Sell |
5,622
-270
| -5% | -$59.8K | 0.02% | 257 |
|
|
2024
Q4 | $1.19M | Buy |
5,892
+441
| +8% | +$94.7K | 0.02% | 263 |
|
|
2024
Q3 | $1.13M | Buy |
5,451
+261
| +5% | +$54.5K | 0.02% | 265 |
|
|
2024
Q2 | $1.11M | Buy |
5,190
+102
| +2% | +$21.2K | 0.02% | 258 |
|
|
2024
Q1 | $1.08M | Buy |
5,088
+385
| +8% | +$75.7K | 0.02% | 263 |
|
|
2023
Q4 | $842K | Buy |
4,703
+182
| +4% | +$30.5K | 0.02% | 260 |
|
|
2023
Q3 | $689K | Sell |
4,521
-918
| -17% | -$149K | 0.02% | 265 |
|
|
2023
Q2 | $943K | Buy |
5,439
+311
| +6% | +$51.4K | 0.02% | 232 |
|
|
2023
Q1 | $837K | Buy |
5,128
+623
| +14% | +$95.4K | 0.02% | 233 |
|
|
2022
Q4 | $697K | Buy |
4,505
+173
| +4% | +$27.8K | 0.02% | 254 |
|
|
2022
Q3 | $694K | Sell |
4,332
-2,780
| -39% | -$459K | 0.03% | 224 |
|
|
2022
Q2 | $1.09M | Buy |
7,112
+1,377
| +24% | +$216K | 0.04% | 197 |
|
|
2022
Q1 | $909K | Buy |
5,735
+1,912
| +50% | +$290K | 0.04% | 216 |
|
|
2021
Q4 | $638K | Buy |
3,823
+917
| +32% | +$147K | 0.03% | 261 |
|
|
2021
Q3 | $434K | Sell |
2,906
-320
| -10% | -$47.9K | 0.02% | 303 |
|
|
2021
Q2 | $452K | Buy |
3,226
+40
| +1% | +$5.53K | 0.02% | 298 |
|
|
2021
Q1 | $411K | Buy |
3,186
+201
| +7% | +$23.5K | 0.02% | 282 |
|
|
2020
Q4 | $352K | Buy |
2,985
+749
| +33% | +$87.3K | 0.03% | 232 |
|
|
2020
Q3 | $253K | Buy |
+2,236
| New | +$247K | 0.02% | 234 |
|
|
2020
Q1 | – | Sell |
-1,527
| Closed | -$174K | – | 297 |
|
|
2019
Q4 | $174K | Buy |
1,527
+1,075
| +238% | +$121K | 0.01% | 246 |
|
|
2019
Q3 | $52K | Buy |
+452
| New | +$52.8K | ﹤0.01% | 260 |
|
|
2019
Q2 | – | Sell |
-1,578
| Closed | -$164K | – | 280 |
|
|
2019
Q1 | $164K | Buy |
+1,578
| New | +$154K | 0.02% | 210 |
|
|
2018
Q3 | – | Sell |
-1,575
| Closed | -$128K | – | 376 |
|
|
2018
Q2 | $128K | Sell |
1,575
-95,743
| -98% | -$7.93M | 0.01% | 272 |
|
|
2018
Q1 | $97K | Buy |
97,318
+97,313
| +1,946,260% | +$8.35M | 0.01% | 253 |
|
|
2017
Q4 | $0 | Buy |
+5
| New | +$407 | ﹤0.01% | 560 |
|
Other funds holding WM
VCM
VPM
Moneta Group Investment Advisors's WM Position: Q1 2026 in Review
Moneta Group Investment Advisors reduced its Waste Management (WM) stake by 0.72% in Q1 2026, selling an estimated $10.3K and leaving 6,228 shares worth $1.43M. The position accounts for 0.01% of the portfolio, ranked #310.
Moneta Group Investment Advisors first reported a position in WM in Q4 2017 and has held it in 29 quarters since. 2,354 funds tracked by Wall St. Rank hold WM as of Q1 2026.
- Moneta Group Investment Advisors held 6,228 shares of Waste Management worth $1.43M as of Q1 2026.
- Moneta Group Investment Advisors sold 45 Waste Management shares in Q1 2026, an estimated $10.3K.
- Waste Management made up 0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #310 holding.
- Moneta Group Investment Advisors first reported a position in Waste Management in Q4 2017 and has held it in 29 quarters since.
- 2,354 funds tracked by Wall St. Rank held Waste Management as of Q1 2026.
Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.