Values First 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
Q3 | $418K | Sell |
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|
2025
Q2 | $438K | Sell |
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|
2025
Q1 | $449K | Sell |
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|
2024
Q4 | $400K | Sell |
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|
2024
Q3 | $415K | Sell |
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|
2024
Q2 | $431K | Sell |
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|
2024
Q1 | $628K | Buy |
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|
2023
Q4 | $516K | Buy |
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|
2023
Q3 | $368K | Sell |
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|
2023
Q2 | $438K | Hold |
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|
2023
Q1 | $412K | Sell |
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|
2022
Q4 | $402K | Sell |
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|
2022
Q3 | $414K | Hold |
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|
2022
Q2 | $396K | Hold |
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|
2022
Q1 | $410K | Sell |
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|
2021
Q4 | $432K | Sell |
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|
2021
Q3 | $392K | Buy |
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|
2021
Q2 | $367K | Sell |
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|
2021
Q1 | $347K | Buy |
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