Moody National Bank Trust Division’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 | $588K | Sell |
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|
2025
Q2 | $616K | Buy |
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|
2025
Q1 | $581K | Sell |
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|
2024
Q4 | $507K | Buy |
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|
2024
Q3 | $473K | Buy |
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|
2024
Q2 | $471K | Hold |
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|
2024
Q1 | $471K | Hold |
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|
2023
Q4 | $395K | Sell |
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|
2023
Q3 | $870K | Sell |
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|
2023
Q2 | $1.01M | Hold |
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|
2023
Q1 | $947K | Buy |
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|
2022
Q4 | $857K | Buy |
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|
2022
Q3 | $691K | Hold |
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|
2022
Q2 | $660K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $56K | Buy |
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|
2018
Q4 | $23K | Buy |
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