A detailed history of Confluence Wealth Services, Inc. transactions in Waste Management Inc stock. As of the latest transaction made, Confluence Wealth Services, Inc. holds 9,326 shares of WM stock, worth $1.99 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares
9,326
Previous 9,125 2.2%
Holding current value
$1.99 Million
Previous $1.94 Million 2.31%
% of portfolio
0.16%
Previous 0.18%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 31, 2024

BUY
$200.55 - $213.34 $40,310 - $42,881
201 Added 2.2%
9,326 $1.99 Million
Q1 2024

Apr 22, 2024

BUY
$177.77 - $213.97 $527,799 - $635,276
2,969 Added 48.23%
9,125 $1.94 Million
Q4 2023

Jan 25, 2024

BUY
$151.21 - $179.1 $22,227 - $26,327
147 Added 2.45%
6,156 $1.1 Million
Q3 2023

Nov 01, 2023

BUY
$152.44 - $172.41 $1,067 - $1,206
7 Added 0.12%
6,009 $916,000
Q2 2023

Aug 01, 2023

SELL
$161.28 - $173.42 $2,419 - $2,601
-15 Reduced 0.25%
6,002 $1.04 Million
Q1 2023

May 11, 2023

BUY
$148.83 - $163.17 $16,222 - $17,785
109 Added 1.84%
6,017 $981,000
Q4 2022

Feb 10, 2023

BUY
$154.73 - $169.85 $4,641 - $5,095
30 Added 0.51%
5,908 $927,000
Q3 2022

Nov 08, 2022

SELL
$149.27 - $175.29 $11,941 - $14,023
-80 Reduced 1.34%
5,878 $941,000
Q2 2022

Aug 15, 2022

BUY
$140.65 - $169.65 $2,953 - $3,562
21 Added 0.35%
5,958 $1.01 Million
Q1 2022

Apr 26, 2022

SELL
$140.6 - $164.3 $4,358 - $5,093
-31 Reduced 0.52%
5,937 $941,000
Q4 2021

Feb 10, 2022

BUY
$148.83 - $166.9 $888,217 - $996,059
5,968 New
5,968 $996,000

Others Institutions Holding WM

About WASTE MANAGEMENT INC


  • Ticker WM
  • Exchange NYSE
  • Sector Industrials
  • Industry Waste Management
  • Shares Outstandng 410,476,992
  • Market Cap $87.5B
  • 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
Track This Portfolio

Track Confluence Wealth Services, Inc. Portfolio

Follow Confluence Wealth Services, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Confluence Wealth Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Confluence Wealth Services, Inc. with notifications on news.