A detailed history of Bergan Kdv Wealth Management, LLC transactions in Waste Management Inc stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 614 shares of WM stock, worth $138,549. This represents 0.01% of its overall portfolio holdings.

Number of Shares
614
Previous 734 16.35%
Holding current value
$138,549
Previous $119,000 10.92%
% of portfolio
0.01%
Previous 0.01%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 24, 2023

SELL
$161.28 - $173.42 $19,353 - $20,810
-120 Reduced 16.35%
614 $106,000
Q1 2023

Apr 27, 2023

BUY
$148.83 - $163.17 $10,120 - $11,095
68 Added 10.21%
734 $119,000
Q4 2022

Jan 31, 2023

BUY
$154.73 - $169.85 $464 - $509
3 Added 0.45%
666 $104,000
Q1 2022

May 09, 2022

SELL
$140.6 - $164.3 $11,107 - $12,979
-79 Reduced 10.65%
663 $105,000
Q4 2021

Jan 28, 2022

BUY
$148.83 - $166.9 $11,906 - $13,352
80 Added 12.08%
742 $124,000
Q3 2021

Nov 12, 2021

BUY
$141.17 - $155.85 $14,116 - $15,585
100 Added 17.79%
662 $99,000
Q1 2021

May 11, 2021

SELL
$109.92 - $130.34 $22,313 - $26,459
-203 Reduced 26.54%
562 $73,000
Q3 2020

Nov 05, 2020

SELL
$102.08 - $117.07 $4,185 - $4,799
-41 Reduced 5.09%
765 $87,000
Q2 2020

Aug 13, 2020

BUY
$88.43 - $113.53 $7,870 - $10,104
89 Added 12.41%
806 $85,000
Q4 2019

Feb 10, 2020

BUY
$108.31 - $117.44 $1,516 - $1,644
14 Added 1.99%
717 $82,000
Q3 2019

Nov 08, 2019

SELL
$111.9 - $120.65 $11,190 - $12,065
-100 Reduced 12.45%
703 $81,000
Q4 2018

Feb 01, 2019

BUY
$83.7 - $93.75 $8,370 - $9,375
100 Added 14.22%
803 $71,000
Q3 2018

Nov 09, 2018

SELL
$81.49 - $92.51 $896 - $1,017
-11 Reduced 1.54%
703 $64,000
Q2 2018

Jul 23, 2018

BUY
$80.0 - $86.02 $57,120 - $61,418
714 New
714 $58,000

Others Institutions Holding WM

About WASTE MANAGEMENT INC


  • Ticker WM
  • Exchange NYSE
  • Sector Industrials
  • Industry Waste Management
  • Shares Outstandng 410,476,992
  • Market Cap $92.6B
  • Description
  • Waste Management, Inc., through its subsidiaries, provides waste management environmental services to residential, commercial, industrial, and municipal customers in North America. It offers collection services, including picking up and transporting waste and recyclable materials from where it was generated to a transfer station, material recove...
More about WM
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