Surevest’s Waste Management WM Stock Holding History
Bought
  Maintained
  Sold
  | Quarter | Market Value | Status | Shares | 
        
          
          
            Change in  Stake  | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
| 
        
          
      
        2022
         Q3  | $4.11M | Sell | 
         | 
    |||||
| 
        
          
      
        2022
         Q2  | $3.94M | Buy | 
         | 
    |||||
| 
        
          
      
        2022
         Q1  | $4M | Sell | 
         | 
    |||||
| 
        
          
      
        2021
         Q4  | $5.42M | Sell | 
         | 
    |||||
| 
        
          
      
        2021
         Q3  | $4.93M | Buy | 
         | 
    |||||
| 
        
          
      
        2021
         Q2  | $4.44M | Sell | 
         | 
    |||||
| 
        
          
      
        2021
         Q1  | $4.37M | Buy | 
         | 
    |||||
| 
        
          
      
        2020
         Q4  | $3.67M | Buy | 
         | 
    |||||
| 
        
          
      
        2020
         Q3  | $3.38M | Buy | 
         | 
    |||||
| 
        
          
      
        2020
         Q2  | $3M | Buy | 
         | 
    |||||
| 
        
          
      
        2020
         Q1  | $2.29M | Buy | 
         | 
    |||||
| 
        
          
      
        2019
         Q4  | $2M | Buy | 
         | 
    |||||
| 
        
          
      
        2019
         Q3  | $1.5M | Buy | 
         | 
    |||||
| 
        
          
      
        2019
         Q2  | $1.35M | Buy | 
         | 
    |||||
| 
        
          
      
        2019
         Q1  | $695K | Buy | 
         | 
    |||||
| 
        
          
      
        2018
         Q4  | $285K | Buy | 
         |