OA
Operose Advisors’s Waste Management WM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $314K | Hold |
1,373
| – | – | 0.09% | 101 |
|
|
2025
Q1 | $318K | Buy |
1,373
+150
| +12% | +$34.7K | 0.11% | 97 |
|
|
2024
Q4 | $247K | Sell |
1,223
-184
| -13% | -$37.1K | 0.08% | 108 |
|
|
2024
Q3 | $292K | Buy |
1,407
+38
| +3% | +$7.89K | 0.09% | 111 |
|
|
2024
Q2 | $292K | Hold |
1,369
| – | – | 0.1% | 109 |
|
|
2024
Q1 | $292K | Hold |
1,369
| – | – | 0.1% | 125 |
|
|
2023
Q4 | $245K | Hold |
1,369
| – | – | 0.1% | 99 |
|
|
2023
Q3 | $209K | Buy |
1,369
+184
| +16% | +$28K | 0.08% | 122 |
|
|
2023
Q2 | $206K | Hold |
1,185
| – | – | 0.09% | 81 |
|
|
2023
Q1 | $193K | Buy |
1,185
+550
| +87% | +$89.7K | 0.1% | 74 |
|
|
2022
Q4 | $99.6K | Hold |
635
| – | – | 0.05% | 110 |
|
|
2022
Q3 | $102K | Hold |
635
| – | – | 0.07% | 98 |
|
|
2022
Q2 | $97K | Hold |
635
| – | – | 0.07% | 100 |
|
|
2022
Q1 | $101K | Buy |
635
+85
| +15% | +$13.5K | 0.07% | 104 |
|
|
2021
Q4 | $92K | Buy |
+550
| New | +$92K | 0.07% | 99 |
|