Schechter Investment 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
Q1
$654K Sell
2024
Q4
$582K Buy
2024
Q3
$594K Sell
2024
Q2
$655K Buy
2024
Q1
$640K Buy
2023
Q4
$532K Sell
2023
Q3
$464K Sell
2023
Q2
$562K Sell
2023
Q1
$538K Buy
2022
Q4
$511K Sell
2022
Q3
$581K Buy
2022
Q2
$513K Buy
2022
Q1
$475K Buy
2021
Q4
$445K Buy