Okabena Investment Services’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 | $1.3M | Hold |
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|
2025
Q1 | $1.31M | Buy |
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|
2024
Q4 | $1.08M | Hold |
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|
2024
Q3 | $1.11M | Buy |
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|
2024
Q2 | $1.07M | Hold |
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|
2024
Q1 | $1.07M | Sell |
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|
2023
Q4 | $903K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $427K | Sell |
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|
2022
Q4 | $430K | Sell |
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|
2022
Q3 | $785K | Buy |
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|
2022
Q2 | $350K | Hold |
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|
2022
Q1 | $362K | Hold |
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|
2021
Q4 | $382K | Hold |
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|
2021
Q3 | $341K | Hold |
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|
2021
Q2 | $320K | Buy |
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