MPS Loria Financial Planners’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 | $463K | Sell |
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|
2025
Q2 | $494K | Sell |
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|
2025
Q1 | $502K | Buy |
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|
2024
Q4 | $436K | Buy |
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|
2024
Q3 | $447K | Sell |
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|
2024
Q2 | $466K | Buy |
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|
2024
Q1 | $465K | Sell |
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|
2023
Q4 | $402K | Buy |
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|
2023
Q3 | $342K | Buy |
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|
2023
Q2 | $388K | Buy |
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|
2023
Q1 | $365K | Buy |
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|
2022
Q4 | $342K | Sell |
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|
2022
Q3 | $357K | Buy |
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|
2022
Q2 | $332K | Sell |
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|
2022
Q1 | $359K | Buy |
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|
2021
Q4 | $377K | Sell |
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|
2021
Q3 | $356K | Buy |
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|
2021
Q2 | $334K | Buy |
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|
2021
Q1 | $307K | Buy |
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|
2020
Q4 | $273K | Sell |
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|
2020
Q3 | $285K | Buy |
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|
2020
Q2 | $266K | Buy |
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|
2020
Q1 | $222K | Buy |
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|
2019
Q4 | $273K | Buy |
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|
2019
Q3 | $275K | Buy |
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|
2019
Q2 | $276K | Buy |
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|
2019
Q1 | $248K | Buy |
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|
2018
Q4 | $212K | Buy |
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|
2018
Q3 | $215K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $210K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $182K | Buy |
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