Robertson Stephens Wealth Management’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 | $2.02M | Sell |
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|
2025
Q1 | $2.24M | Buy |
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|
2024
Q4 | $1.92M | Sell |
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|
2024
Q3 | $2.33M | Buy |
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|
2024
Q2 | $2.37M | Buy |
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|
2024
Q1 | $2.29M | Buy |
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|
2023
Q4 | $1.89M | Sell |
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|
2023
Q3 | $1.67M | Buy |
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|
2023
Q2 | $1.82M | Buy |
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|
2023
Q1 | $1.21M | Buy |
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|
2022
Q4 | $1.03M | Sell |
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|
2022
Q3 | $1.05M | Sell |
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|
2022
Q2 | $1.02M | Sell |
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|
2022
Q1 | $1.29M | Sell |
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|
2021
Q4 | $1.66M | Buy |
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|
2021
Q3 | $954K | Sell |
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|
2021
Q2 | $902K | Sell |
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|
2021
Q1 | $831K | Buy |
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|
2020
Q4 | $495K | Hold |
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|
2020
Q3 | $475K | Hold |
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|
2020
Q2 | $444K | Hold |
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|
2020
Q1 | $389K | Hold |
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|
2019
Q4 | $478K | Hold |
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|
2019
Q3 | $483K | Buy |
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