Mosaic Family Wealth Partners’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 | $752K | Sell |
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|
2025
Q1 | $781K | Buy |
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|
2024
Q4 | $663K | Hold |
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|
2024
Q3 | $683K | Sell |
|
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|
2024
Q2 | $703K | Buy |
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|
2024
Q1 | $701K | Buy |
|
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|
2023
Q4 | $571K | Sell |
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|
2023
Q3 | $487K | Buy |
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|
2023
Q2 | $551K | Sell |
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|
2023
Q1 | $519K | Sell |
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|
2022
Q4 | $500K | Buy |
|