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