Valmark Advisers’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 | $1.16M | Sell |
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|
2025
Q2 | $1.22M | Buy |
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|
2025
Q1 | $1.22M | Buy |
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|
2024
Q4 | $1.07M | Buy |
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|
2024
Q3 | $1.07M | Sell |
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|
2024
Q2 | $1.11M | Sell |
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|
2024
Q1 | $1.11M | Buy |
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|
2023
Q4 | $935K | Sell |
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|
2023
Q3 | $801K | Sell |
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|
2023
Q2 | $1.73M | Sell |
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|
2023
Q1 | $1.81M | Buy |
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|
2022
Q4 | $1.57M | Sell |
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|
2022
Q3 | $1.61M | Sell |
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|
2022
Q2 | $1.56M | Buy |
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|
2022
Q1 | $1.57M | Buy |
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|
2021
Q4 | $892K | Sell |
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|
2021
Q3 | $806K | Buy |
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|
2021
Q2 | $736K | Buy |
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|
2021
Q1 | $598K | Buy |
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|
2020
Q4 | $529K | Buy |
|