SOA Wealth 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
Q3 | $14.8K | Buy |
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|
2025
Q2 | $5.26K | Sell |
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|
2025
Q1 | $47.4K | Sell |
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|
2024
Q4 | $46.4K | Buy |
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|
2024
Q3 | $42.5K | Hold |
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|
2024
Q2 | $43.7K | Hold |
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|
2024
Q1 | $43.6K | Hold |
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|
2023
Q4 | $36.6K | Buy |
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|
2023
Q3 | $31.2K | Hold |
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|
2023
Q2 | $35.4K | Sell |
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|
2023
Q1 | $33.7K | Hold |
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|
2022
Q4 | $32.3K | Hold |
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|
2022
Q3 | $33K | Hold |
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|
2022
Q2 | $31K | Hold |
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|
2022
Q1 | $32K | Hold |
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|
2021
Q4 | $34K | Buy |
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|
2021
Q3 | $20K | Buy |
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|
2021
Q2 | $9K | Buy |
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|
2021
Q1 | $8K | Hold |
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|
2020
Q4 | $7K | Buy |
|