Waverly 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 | $21.8M | Buy |
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|
2025
Q1 | $21.7M | Buy |
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|
2024
Q4 | $14.5M | Buy |
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|
2024
Q3 | $14.1M | Buy |
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|
2024
Q2 | $12.4M | Buy |
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|
2024
Q1 | $459K | Buy |
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|
2023
Q4 | $291K | Sell |
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|
2023
Q3 | $254K | Sell |
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|
2023
Q2 | $307K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $10K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $6K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $413K | Sell |
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|
2014
Q2 | $424K | Buy |
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|
2014
Q1 | $365K | Hold |
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|
2013
Q4 | $389K | Buy |
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