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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.43M | Buy |
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|
2025
Q1 | $1.3M | Sell |
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|
2024
Q4 | $1.19M | Buy |
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|
2024
Q3 | $1.13M | Buy |
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|
2024
Q2 | $1.11M | Buy |
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|
2024
Q1 | $1.08M | Buy |
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|
2023
Q4 | $842K | Buy |
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|
2023
Q3 | $689K | Sell |
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|
2023
Q2 | $943K | Buy |
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|
2023
Q1 | $837K | Buy |
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|
2022
Q4 | $697K | Buy |
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|
2022
Q3 | $694K | Sell |
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|
2022
Q2 | $1.09M | Buy |
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|
2022
Q1 | $909K | Buy |
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|
2021
Q4 | $638K | Buy |
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|
2021
Q3 | $434K | Sell |
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|
2021
Q2 | $452K | Buy |
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|
2021
Q1 | $411K | Buy |
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|
2020
Q4 | $352K | Buy |
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|
2020
Q3 | $253K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $174K | Buy |
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|
2019
Q3 | $52K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $164K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $128K | Sell |
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|
2018
Q1 | $97K | Buy |
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|
2017
Q4 | $0 | Buy |
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