Williams Jones 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
$9.54M Buy
2025
Q1
$8.8M Sell
2024
Q4
$7.72M Buy
2024
Q3
$7.74M Buy
2024
Q2
$6.33M Buy
2024
Q1
$2.31M Buy
2023
Q4
$1.79M Buy
2023
Q3
$1.34M Buy
2023
Q2
$1.44M Sell
2023
Q1
$1.37M Buy
2022
Q4
$1.3M Buy
2022
Q3
$1.23M Buy
2022
Q2
$1.02M Buy
2022
Q1
$544K Sell
2021
Q4
$1.02M Buy
2021
Q3
$882K Buy
2021
Q2
$505K Buy
2020
Q1
Sell
2019
Q4
$201K Hold
2019
Q3
$202K Buy