Waverton Investment Management’s Waste Management WM Stock Holding History

Waverton Investment Management’s Portfolio WM Stock Details WM Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell
2025 Q3	$742K	Sell
2025 Q2	$932K	Buy
2025 Q1	$871K	Hold
2024 Q4	$759K	Buy
2024 Q3	$539K	Sell
2024 Q2	$662K	Hold
2024 Q1	$661K	Hold
2023 Q4	$556K	Buy