Morton Capital Management’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
$755K Hold
2025
Q2
$783K Buy
2025
Q1
$749K Buy
2024
Q4
$623K Hold
2024
Q3
$641K Buy
2024
Q2
$654K Hold
2024
Q1
$653K Hold
2023
Q4
$549K Hold
2023
Q3
$467K Hold
2023
Q2
$531K Hold
2023
Q1
$500K Hold
2022
Q4
$481K Hold
2022
Q3
$491K Hold
2022
Q2
$469K Sell
2022
Q1
$486K Buy
2021
Q4
$511K Buy