Pinnacle Wealth Planning 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
Q3 | $385K | Buy |
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|
2025
Q2 | $398K | Sell |
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|
2025
Q1 | $436K | Buy |
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|
2024
Q4 | $380K | Sell |
|
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|
2024
Q3 | $539K | Buy |
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|
2024
Q2 | $487K | Sell |
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|
2024
Q1 | $496K | Buy |
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|
2023
Q4 | $411K | Sell |
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|
2023
Q3 | $352K | Buy |
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|
2023
Q2 | $400K | Sell |
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|
2023
Q1 | $390K | Sell |
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|
2022
Q4 | $376K | Buy |
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|
2022
Q3 | $381K | Hold |
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|
2022
Q2 | $363K | Sell |
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|
2022
Q1 | $410K | Buy |
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|
2021
Q4 | $405K | Buy |
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|
2021
Q3 | $301K | Buy |
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|
2021
Q2 | $266K | Sell |
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|
2021
Q1 | $246K | Buy |
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|
2020
Q4 | $191K | Buy |
|