SkyOak Wealth’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 | $405K | Hold |
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|
2025
Q2 | $420K | Sell |
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|
2025
Q1 | $444K | Hold |
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|
2024
Q4 | $387K | Hold |
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|
2024
Q3 | $398K | Hold |
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|
2024
Q2 | $409K | Hold |
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|
2024
Q1 | $409K | Hold |
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|
2023
Q4 | $344K | Hold |
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|
2023
Q3 | $292K | Hold |
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|
2023
Q2 | $333K | Hold |
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|
2023
Q1 | $313K | Hold |
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|
2022
Q4 | $301K | Hold |
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|
2022
Q3 | $307K | Hold |
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|
2022
Q2 | $293K | Hold |
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|
2022
Q1 | $304K | Hold |
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|
2021
Q4 | $320K | Sell |
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|
2021
Q3 | $316K | Hold |
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|
2021
Q2 | $297K | Hold |
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|
2021
Q1 | $289K | Buy |
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|
2020
Q4 | $241K | Hold |
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|
2020
Q3 | $231K | Sell |
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|
2020
Q2 | $727K | Buy |
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|
2020
Q1 | $245K | Hold |
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|
2019
Q4 | $302K | Buy |
|