Principle Wealth Partners’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 | $5.28M | Buy |
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|
2025
Q2 | $5.47M | Sell |
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|
2025
Q1 | $5.56M | Sell |
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|
2024
Q4 | $4.88M | Sell |
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|
2024
Q3 | $5.19M | Sell |
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|
2024
Q2 | $5.63M | Sell |
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|
2024
Q1 | $5.72M | Sell |
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|
2023
Q4 | $4.83M | Hold |
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|
2023
Q3 | $4.11M | Buy |
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|
2023
Q2 | $4.66M | Buy |
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|
2023
Q1 | $4.34M | Buy |
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|
2022
Q4 | $4.14M | Sell |
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|
2022
Q3 | $4.57K | Sell |
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|
2022
Q2 | $4.38M | Sell |
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|
2022
Q1 | $4.73M | Buy |
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|
2021
Q4 | $4.49M | Sell |
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|
2021
Q3 | $4.15M | Buy |
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|
2021
Q2 | $3.88M | Buy |
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|
2021
Q1 | $3.53M | Buy |
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|
2020
Q4 | $2.99M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $95K | Buy |
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