A detailed history of Congress Wealth Management LLC transactions in Waste Management Inc stock. As of the latest transaction made, Congress Wealth Management LLC holds 1,523 shares of WM stock, worth $312,793. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,523
Previous 1,369 11.25%
Holding current value
$312,793
Previous $292,000 8.22%
% of portfolio
0.0%
Previous 0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$196.96 - $223.45 $30,331 - $34,411
154 Added 11.25%
1,523 $316,000
Q1 2024

Apr 18, 2024

SELL
$177.77 - $213.97 $33,065 - $39,798
-186 Reduced 11.96%
1,369 $291,000
Q4 2023

Feb 09, 2024

BUY
$151.21 - $179.1 $2,872 - $3,402
19 Added 1.24%
1,555 $278,000
Q3 2023

Oct 30, 2023

BUY
$152.44 - $172.41 $3,201 - $3,620
21 Added 1.39%
1,536 $234,000
Q2 2023

Jul 13, 2023

BUY
$161.28 - $173.42 $34,030 - $36,591
211 Added 16.18%
1,515 $262,000
Q1 2023

Apr 14, 2023

SELL
$148.83 - $163.17 $19,645 - $21,538
-132 Reduced 9.19%
1,304 $212,000
Q4 2022

Feb 02, 2023

BUY
$154.73 - $169.85 $24,137 - $26,496
156 Added 12.19%
1,436 $225,000
Q3 2022

Nov 08, 2022

BUY
$149.27 - $175.29 $191,065 - $224,371
1,280 New
1,280 $205,000

Others Institutions Holding WM

About WASTE MANAGEMENT INC


  • Ticker WM
  • Exchange NYSE
  • Sector Industrials
  • Industry Waste Management
  • Shares Outstandng 410,476,992
  • Market Cap $84.3B
  • 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 Congress Wealth Management LLC Portfolio

Follow Congress Wealth Management LLC 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 Congress Wealth Management LLC , based on Form 13F filings with the SEC.

News

Stay updated on Congress Wealth Management LLC with notifications on news.