Sugarloaf 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $78.7K | Hold |
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|
2024
Q3 | $81K | Hold |
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|
2024
Q2 | $83.2K | Hold |
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|
2024
Q1 | $83.1K | Hold |
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|
2023
Q4 | $69.8K | Hold |
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|
2023
Q3 | $59.5K | Hold |
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|
2023
Q2 | $67.6K | Hold |
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|
2023
Q1 | $63.6K | Hold |
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|
2022
Q4 | $61.2K | Sell |
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|
2022
Q3 | $111K | Buy |
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|
2022
Q2 | $60K | Hold |
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|
2022
Q1 | $62K | Hold |
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|
2021
Q4 | $65K | Hold |
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|
2021
Q3 | $58K | Sell |
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|
2021
Q2 | $91K | Sell |
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|
2021
Q1 | $89 | Sell |
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|
2020
Q4 | $1.16M | Buy |
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|
2020
Q3 | $1.09M | Buy |
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|
2020
Q2 | $950K | Buy |
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|
2020
Q1 | $748K | Buy |
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|
2019
Q4 | $34K | Buy |
|