WealthPlan Investment 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
Q3 | $259K | Sell |
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|
2025
Q2 | $268K | Buy |
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|
2025
Q1 | $255K | Hold |
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|
2024
Q4 | $222K | Buy |
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|
2024
Q3 | $208K | Hold |
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|
2024
Q2 | $213K | Hold |
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|
2024
Q1 | $213K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $139K | Hold |
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|
2023
Q1 | $131K | Sell |
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|
2022
Q4 | $314K | Buy |
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|
2022
Q3 | $271K | Buy |
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|
2022
Q1 | $270K | Buy |
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