Trifecta Capital Advisors’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
$280K Buy
2025
Q1
$51.6K Buy
2024
Q4
$38.3K Sell
2024
Q3
$50.2K Hold
2024
Q2
$51.6K Sell
2024
Q1
$110K Sell
2023
Q4
$169K Sell
2023
Q3
$147K Sell
2023
Q2
$178K Sell
2023
Q1
$194K Sell
2022
Q4
$2.6M Buy