Orion Portfolio Solutions’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
         Q1  | $22.8M | Sell | 
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        2024
         Q4  | $20.1M | Sell | 
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| 
        
          
      
        2024
         Q3  | $21.3M | Buy | 
         | 
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| 
        
          
      
        2024
         Q2  | $16.1M | Sell | 
         | 
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| 
        
          
      
        2024
         Q1  | $16.6M | Buy | 
         | 
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| 
        
          
      
        2023
         Q4  | $7.68M | Sell | 
         | 
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| 
        
          
      
        2023
         Q3  | $6.6M | Buy | 
         | 
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| 
        
          
      
        2023
         Q2  | $7.26M | Buy | 
         | 
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| 
        
          
      
        2023
         Q1  | $6.36M | Buy | 
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| 
        
          
      
        2022
         Q4  | $1.28M | Buy | 
         | 
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| 
        
          
      
        2022
         Q3  | $928K | Buy | 
         | 
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| 
        
          
      
        2022
         Q2  | $684K | Buy | 
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| 
        
          
      
        2022
         Q1  | $638K | Buy | 
         | 
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| 
        
          
      
        2021
         Q4  | $642K | Buy | 
         | 
    |||||
| 
        
          
      
        2021
         Q3  | $563K | Buy | 
         | 
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| 
        
          
      
        2021
         Q2  | $480K | Buy | 
         | 
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| 
        
          
      
        2021
         Q1  | $400K | Buy | 
         | 
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| 
        
          
      
        2020
         Q4  | $318K | Buy | 
         | 
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| 
        
          
      
        2020
         Q3  | $271K | Buy | 
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| 
        
          
      
        2020
         Q2  | $224K | Sell | 
         | 
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| 
        
          
      
        2020
         Q1  | $224K | Buy | 
         | 
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| 
        
          
      
        2019
         Q4  | $201K | Buy | 
         |