Montecito Bank & Trust’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
Q3
$708K Buy
2025
Q1
$851K Sell
2024
Q4
$762K Sell
2024
Q3
$787K Sell
2024
Q2
$817K Sell
2024
Q1
$875K Sell
2023
Q4
$784K Sell
2023
Q3
$678K Sell
2023
Q2
$780K Sell
2023
Q1
$786K Buy
2022
Q4
$683K Sell
2022
Q3
$721K Sell
2022
Q2
$695K Buy
2022
Q1
$712K Buy
2021
Q4
$730K Buy
2021
Q3
$609K Buy
2021
Q2
$565K Sell
2021
Q1
$523K Sell
2020
Q4
$515K Buy
2020
Q3
$459K Buy