Wealth Management Partners’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 | $460K | Hold |
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|
2025
Q2 | $472K | Buy |
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|
2025
Q1 | $476K | Hold |
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|
2024
Q4 | $415K | Hold |
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|
2024
Q3 | $427K | Hold |
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|
2024
Q2 | $438K | Hold |
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|
2024
Q1 | $438K | Hold |
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|
2023
Q4 | $368K | Hold |
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|
2023
Q3 | $313K | Hold |
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|
2023
Q2 | $356K | Hold |
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|
2023
Q1 | $335K | Buy |
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|
2022
Q4 | $322K | Hold |
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|
2022
Q3 | $319K | Hold |
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|
2022
Q2 | $376K | Hold |
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|
2022
Q1 | $389K | Hold |
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|
2021
Q4 | $410K | Sell |
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|
2021
Q3 | $367K | Sell |
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|
2021
Q2 | $353K | Sell |
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|
2021
Q1 | $494K | Hold |
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|
2020
Q4 | $425K | Buy |
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