Tempus Wealth Planning’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 | $1.66M | Buy |
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|
2025
Q1 | $1.59M | Buy |
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|
2024
Q4 | $1.35M | Buy |
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|
2024
Q3 | $1.23M | Buy |
|
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|
2024
Q2 | $1.06M | Hold |
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|
2024
Q1 | $1.06M | Buy |
|
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|
2023
Q4 | $889K | Sell |
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|
2023
Q3 | $757K | Sell |
|
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|
2023
Q2 | $1.17M | Sell |
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|
2023
Q1 | $1.11M | Sell |
|
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|
2022
Q4 | $1.15M | Sell |
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|
2022
Q3 | $1.21M | Buy |
|
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|
2022
Q2 | $1.05M | Hold |
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|
2022
Q1 | $1.09M | Hold |
|
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|
2021
Q4 | $1.15M | Hold |
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|
2021
Q3 | $1.03M | Hold |
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|
2021
Q2 | $963K | Buy |
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|
2021
Q1 | $792K | Buy |
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|
2020
Q4 | $620K | Hold |
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|
2020
Q3 | $595K | Hold |
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|
2020
Q2 | $557K | Hold |
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|
2020
Q1 | $487K | Hold |
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|
2019
Q4 | $599K | Buy |
|