SimplyRich’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 | $701K | Sell |
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|
2025
Q2 | $727K | Hold |
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|
2025
Q1 | $735K | Buy |
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|
2024
Q4 | $641K | Buy |
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|
2024
Q3 | $642K | Buy |
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|
2024
Q2 | $610K | Buy |
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|
2024
Q1 | $600K | Buy |
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|
2023
Q4 | $497K | Buy |
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|
2023
Q3 | $422K | Sell |
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|
2023
Q2 | $481K | Hold |
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|
2023
Q1 | $452K | Sell |
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|
2022
Q4 | $436K | Buy |
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|
2022
Q3 | $444K | Sell |
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|
2022
Q2 | $446K | Hold |
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|
2022
Q1 | $462K | Sell |
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|
2021
Q4 | $545K | Buy |
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|
2021
Q3 | $454K | Buy |
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|
2021
Q2 | $334K | Buy |
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|
2021
Q1 | $287K | Buy |
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