Primoris Wealth 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 | $552K | Sell |
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|
2025
Q1 | $611K | Sell |
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|
2024
Q4 | $539K | Hold |
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|
2024
Q3 | $555K | Sell |
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|
2024
Q2 | $576K | Hold |
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|
2024
Q1 | $575K | Sell |
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|
2023
Q4 | $498K | Hold |
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|
2023
Q3 | $428K | Sell |
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|
2023
Q2 | $504K | Hold |
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|
2023
Q1 | $475K | Hold |
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|
2022
Q4 | $456K | Hold |
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|
2022
Q3 | $465K | Sell |
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|
2022
Q2 | $446K | Buy |
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|
2022
Q1 | $465K | Hold |
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|
2021
Q4 | $488K | Buy |
|