Plante Moran Financial Advisors’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 | $112K | Hold |
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|
2025
Q1 | $113K | Sell |
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|
2024
Q4 | $102K | Hold |
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|
2024
Q3 | $104K | Buy |
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|
2024
Q2 | $104K | Hold |
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|
2024
Q1 | $104K | Buy |
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|
2023
Q4 | $84.4K | Sell |
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|
2023
Q3 | $113K | Sell |
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|
2023
Q2 | $152K | Buy |
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|
2023
Q1 | $121K | Sell |
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|
2022
Q4 | $145K | Buy |
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|
2022
Q3 | $118K | Sell |
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|
2022
Q2 | $146K | Buy |
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|
2022
Q1 | $142K | Sell |
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|
2021
Q4 | $170K | Sell |
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|
2021
Q3 | $162K | Buy |
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|
2021
Q2 | $132K | Sell |
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|
2021
Q1 | $158K | Sell |
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|
2020
Q4 | $213K | Buy |
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|
2020
Q3 | $178K | Sell |
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|
2020
Q2 | $186K | Buy |
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|
2020
Q1 | $155K | Buy |
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|
2019
Q4 | $175K | Buy |
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|
2019
Q3 | $175K | Buy |
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|
2019
Q2 | $164K | Buy |
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|
2019
Q1 | $148K | Buy |
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|
2018
Q4 | $107K | Sell |
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|
2018
Q3 | $120K | Sell |
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|
2018
Q2 | $135K | Buy |
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|
2018
Q1 | $139K | Buy |
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|
2017
Q4 | $140K | Sell |
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|
2017
Q3 | $172K | Buy |
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|
2017
Q2 | $145K | Buy |
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|
2017
Q1 | $143K | Sell |
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|
2016
Q4 | $197K | Buy |
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|
2016
Q3 | $139K | Buy |
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|
2016
Q2 | $89K | Buy |
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|
2016
Q1 | $44K | Buy |
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|
2015
Q4 | $40K | Buy |
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|
2015
Q3 | $37K | Buy |
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|
2015
Q2 | $34K | Buy |
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|
2015
Q1 | $39K | Sell |
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|
2014
Q4 | $42K | Sell |
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|
2014
Q3 | $77K | Buy |
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|
2014
Q2 | $30K | Buy |
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|
2014
Q1 | $28K | Buy |
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|
2013
Q4 | $29K | Buy |
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|
2013
Q3 | $26K | Buy |
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|
2013
Q2 | $25K | Buy |
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