Mount Yale Investment Advisors’s Waste Connections WCN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $986K | Sell |
5,279
-99
| -2% | -$18.5K | 0.08% | 204 |
|
2025
Q1 | $1.05M | Sell |
5,378
-349
| -6% | -$68.1K | 0.09% | 189 |
|
2024
Q4 | $983K | Sell |
5,727
-2,111
| -27% | -$362K | 0.08% | 202 |
|
2024
Q3 | $1.4M | Sell |
7,838
-1,949
| -20% | -$349K | 0.13% | 157 |
|
2024
Q2 | $1.72M | Sell |
9,787
-3,528
| -26% | -$619K | 0.14% | 147 |
|
2024
Q1 | $2.29M | Sell |
13,315
-815
| -6% | -$140K | 0.18% | 118 |
|
2023
Q4 | $2.11M | Sell |
14,130
-454
| -3% | -$67.8K | 0.2% | 115 |
|
2023
Q3 | $1.96M | Buy |
14,584
+2,616
| +22% | +$351K | 0.21% | 108 |
|
2023
Q2 | $1.71M | Sell |
11,968
-215
| -2% | -$30.7K | 0.18% | 122 |
|
2023
Q1 | $1.69M | Buy |
12,183
+287
| +2% | +$39.9K | 0.19% | 118 |
|
2022
Q4 | $1.58M | Buy |
+11,896
| New | +$1.58M | 0.18% | 128 |
|