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