TCA
Trifecta Capital Advisors’s Waste Management WM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $280K | Buy |
1,223
+1,000
| +448% | +$229K | 0.05% | 86 |
|
|
2025
Q1 | $51.6K | Buy |
223
+33
| +17% | +$7.64K | 0.01% | 138 |
|
|
2024
Q4 | $38.3K | Sell |
190
-52
| -21% | -$10.5K | 0.01% | 155 |
|
|
2024
Q3 | $50.2K | Hold |
242
| – | – | 0.01% | 142 |
|
|
2024
Q2 | $51.6K | Sell |
242
-276
| -53% | -$58.9K | 0.01% | 138 |
|
|
2024
Q1 | $110K | Sell |
518
-428
| -45% | -$91.2K | 0.03% | 106 |
|
|
2023
Q4 | $169K | Sell |
946
-21
| -2% | -$3.76K | 0.05% | 85 |
|
|
2023
Q3 | $147K | Sell |
967
-57
| -6% | -$8.69K | 0.05% | 89 |
|
|
2023
Q2 | $178K | Sell |
1,024
-165
| -14% | -$28.6K | 0.06% | 88 |
|
|
2023
Q1 | $194K | Sell |
1,189
-15,411
| -93% | -$2.51M | 0.07% | 84 |
|
|
2022
Q4 | $2.6M | Buy |
+16,600
| New | +$2.6M | 1.04% | 27 |
|