Summit Trail 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
Q2 | $2.11M | Buy |
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|
2025
Q1 | $2.08M | Buy |
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|
2024
Q4 | $1.64M | Buy |
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|
2024
Q3 | $1.39M | Buy |
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|
2024
Q2 | $1.33M | Buy |
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|
2024
Q1 | $1.19M | Buy |
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|
2023
Q4 | $945K | Sell |
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|
2023
Q3 | $835K | Sell |
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|
2023
Q2 | $993K | Buy |
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|
2023
Q1 | $299K | Buy |
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|
2022
Q4 | $208K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $161K | Buy |
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