Mount Yale Investment Advisors’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 | $1.27M | Buy |
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|
2025
Q1 | $538K | Buy |
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|
2024
Q4 | $311K | Sell |
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|
2024
Q3 | $325K | Sell |
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|
2024
Q2 | $376K | Sell |
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|
2024
Q1 | $515K | Sell |
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|
2023
Q4 | $465K | Sell |
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|
2023
Q3 | $402K | Sell |
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|
2023
Q2 | $493K | Sell |
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|
2023
Q1 | $467K | Sell |
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|
2022
Q4 | $455K | Sell |
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|
2022
Q3 | $476K | Sell |
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|
2022
Q2 | $560K | Sell |
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|
2022
Q1 | $601K | Sell |
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|
2021
Q4 | $653K | Sell |
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|
2021
Q3 | $617K | Sell |
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|
2021
Q2 | $596K | Sell |
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|
2021
Q1 | $558K | Sell |
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|
2020
Q4 | $540K | Sell |
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|
2020
Q3 | $539K | Buy |
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|
2020
Q2 | $499K | Sell |
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|
2020
Q1 | $455K | Buy |
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|
2019
Q4 | $499K | Buy |
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|
2019
Q3 | $401K | Buy |
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|
2019
Q2 | $378K | Sell |
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|
2019
Q1 | $349K | Sell |
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|
2018
Q4 | $335K | Sell |
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|
2018
Q3 | $323K | Buy |
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|
2018
Q2 | $287K | Buy |
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|
2018
Q1 | $257K | Buy |
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