Montag & Associates’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 | $140K | Hold |
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|
2025
Q1 | $142K | Sell |
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|
2024
Q4 | $128K | Hold |
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|
2024
Q3 | $132K | Hold |
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|
2024
Q2 | $135K | Hold |
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|
2024
Q1 | $135K | Hold |
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|
2023
Q4 | $114K | Buy |
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|
2023
Q3 | $50.9K | Hold |
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|
2023
Q2 | $57.9K | Hold |
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|
2023
Q1 | $54.5K | Hold |
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|
2022
Q4 | $52.4K | Sell |
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|
2022
Q3 | $67K | Hold |
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|
2022
Q2 | $64K | Hold |
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|
2022
Q1 | $66K | Hold |
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|
2021
Q4 | $70K | Hold |
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|
2021
Q3 | $63K | Buy |
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|
2021
Q2 | $34K | Hold |
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|
2021
Q1 | $32K | Sell |
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|
2020
Q4 | $73K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $205K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $222K | Sell |
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|
2018
Q2 | $1.32M | Sell |
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|
2018
Q1 | $4.28M | Buy |
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