Tilia Fiduciary Partners’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
Q3 | $341K | Sell |
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|
2025
Q2 | $356K | Hold |
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|
2025
Q1 | $360K | Sell |
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|
2024
Q4 | $315K | Sell |
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|
2024
Q3 | $331K | Buy |
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|
2024
Q2 | $334K | Sell |
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|
2024
Q1 | $348K | Sell |
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|
2023
Q4 | $298K | Sell |
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|
2023
Q3 | $313K | Buy |
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|
2023
Q2 | $323K | Sell |
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|
2023
Q1 | $329K | Sell |
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|
2022
Q4 | $376K | Sell |
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|
2022
Q3 | $518K | Sell |
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|
2022
Q2 | $1.2M | Buy |
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|
2022
Q1 | $1.24M | Sell |
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|
2021
Q4 | $1.33M | Buy |
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