WR Wealth Planners’s Waste Management WM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$1M Sell
2024
Q3
$1.12M Buy
2024
Q2
$1.13M Buy
2024
Q1
$1.08M Buy
2023
Q4
$906K Buy
2023
Q3
$743K Buy
2023
Q2
$822K Buy
2023
Q1
$708K Buy
2022
Q4
$492K Buy
2022
Q3
$493K Buy
2022
Q2
$437K Sell
2022
Q1
$476K Buy