Walter & Keenan Wealth Management’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 | $793K | Buy |
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|
2025
Q1 | $776K | Buy |
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|
2024
Q4 | $659K | Buy |
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|
2024
Q3 | $674K | Buy |
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|
2024
Q2 | $692K | Hold |
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|
2024
Q1 | $692K | Buy |
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|
2023
Q4 | $560K | Buy |
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|
2023
Q3 | $438K | Hold |
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|
2023
Q2 | $499K | Hold |
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|
2023
Q1 | $469K | Buy |
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|
2022
Q4 | $435K | Sell |
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|
2022
Q3 | $453K | Buy |
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|
2022
Q2 | $429K | Hold |
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|
2022
Q1 | $445K | Hold |
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|
2021
Q4 | $468K | Hold |
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|
2021
Q3 | $419K | Buy |
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|
2021
Q2 | $389K | Hold |
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|
2021
Q1 | $358K | Hold |
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|
2020
Q4 | $328K | Buy |
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|
2020
Q3 | $294K | Hold |
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|
2020
Q2 | $275K | Sell |
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|
2020
Q1 | $418K | Buy |
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|
2019
Q4 | $296K | Hold |
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|
2019
Q3 | $299K | Hold |
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|
2019
Q2 | $300K | Hold |
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|
2019
Q1 | $270K | Hold |
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|
2018
Q4 | $231K | Hold |
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|
2018
Q3 | $235 | Hold |
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|
2018
Q2 | $211K | Sell |
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|
2018
Q1 | $303K | Hold |
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|
2017
Q4 | $311K | Hold |
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|
2017
Q3 | $282K | Hold |
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|
2017
Q2 | $264K | Hold |
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|
2017
Q1 | $263K | Hold |
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|
2016
Q4 | $255K | Hold |
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|
2016
Q3 | $230K | Hold |
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|
2016
Q2 | $239K | Hold |
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|
2016
Q1 | $212K | Sell |
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|
2015
Q4 | $246K | Sell |
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|
2015
Q3 | $523K | Sell |
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|
2015
Q2 | $540K | Hold |
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|
2015
Q1 | $632K | Sell |
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|
2014
Q4 | $629K | Hold |
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|
2014
Q3 | $582K | Sell |
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|
2014
Q2 | $593K | Hold |
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|
2014
Q1 | $557K | Buy |
|