Forvis Wealth Advisors, LLC Waste Management Inc Transaction History

Forvis Wealth Advisors, LLC

$4.41 Billion
Q2 2025

A detailed history of Forvis Wealth Advisors, LLC transactions in Waste Management Inc stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 8,367 shares of WM stock, worth $1.8 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

8,367

Previous 8,196 2.09%

Holding current value

$1.8 Million

Previous $1.9 Million 0.9%

% of portfolio

0.04%

Previous 0.05%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 29, 2025	BUY	$216.47 - $242.1 $37,016 - $41,399	171 Added 2.09%	8,367 $1.91 Million
Q4 2024 Feb 03, 2025	BUY	$201.79 - $228.46 $39,550 - $44,778	196 Added 2.45%	8,196 $1.65 Million
Q3 2024 Nov 14, 2024	SELL	$196.96 - $223.45 $196,369 - $222,779	-997 Reduced 11.08%	8,000 $1.66 Million
Q2 2024 Aug 09, 2024	BUY	$200.55 - $213.34 $398,693 - $424,119	1,988 Added 28.36%	8,997 $1.92 Million
Q1 2024 Apr 19, 2024	BUY	$177.77 - $213.97 $463,268 - $557,605	2,606 Added 59.19%	7,009 $1.49 Million
Q4 2023 Jan 11, 2024	SELL	$151.21 - $179.1 $4,989 - $5,910	-33 Reduced 0.74%	4,403 $788,000
Q3 2023 Oct 25, 2023	SELL	$152.44 - $172.41 $10,365 - $11,723	-68 Reduced 1.51%	4,436 $676,000
Q2 2023 Aug 08, 2023	BUY	$161.28 - $173.42 $104,509 - $112,376	648 Added 16.8%	4,504 $781,000
Q1 2023 Apr 26, 2023	SELL	$148.83 - $163.17 $3,869 - $4,242	-26 Reduced 0.67%	3,856 $629,000
Q4 2022 Feb 02, 2023	SELL	$154.73 - $169.85 $6,498 - $7,133	-42 Reduced 1.07%	3,882 $609,000
Q3 2022 Oct 13, 2022	SELL	$149.27 - $175.29 $4,328 - $5,083	-29 Reduced 0.73%	3,924 $629,000
Q2 2022 Jul 22, 2022	BUY	$140.65 - $169.65 $555,989 - $670,626	3,953 New	3,953 $605,000
Q1 2021 Apr 23, 2021	SELL	$109.92 - $130.34 $501,674 - $594,871	-4,564 Closed	0 $0
Q4 2020 Jan 22, 2021	BUY	$106.96 - $123.38 $63,213 - $72,917	591 Added 14.88%	4,564 $538,000
Q3 2020 Nov 05, 2020	SELL	$102.08 - $117.07 $355,442 - $407,637	-3,482 Reduced 46.71%	3,973 $450,000
Q2 2020 Jul 15, 2020	BUY	$88.43 - $113.53 $145,202 - $186,416	1,642 Added 28.25%	7,455 $790,000
Q1 2020 Apr 10, 2020	BUY	$87.87 - $126.22 $97,184 - $139,599	1,106 Added 23.5%	5,813 $538,000
Q4 2019 Jan 13, 2020	BUY	$108.31 - $117.44 $33,251 - $36,054	307 Added 6.98%	4,707 $536,000
Q3 2019 Oct 29, 2019	SELL	$111.9 - $120.65 $4,028 - $4,343	-36 Reduced 0.81%	4,400 $506,000
Q2 2019 Jul 10, 2019	SELL	$100.57 - $116.97 $67,884 - $78,954	-675 Reduced 13.21%	4,436 $512,000
Q1 2019 Apr 10, 2019	BUY	$88.48 - $103.91 $10,706 - $12,573	121 Added 2.42%	5,111 $531,000
Q4 2018 Jan 15, 2019	SELL	$83.7 - $93.75 $31,471 - $35,250	-376 Reduced 7.01%	4,990 $444,000
Q3 2018 Oct 09, 2018	SELL	$81.49 - $92.51 $52,805 - $59,946	-648 Reduced 10.77%	5,366 $485,000
Q2 2018 Jul 13, 2018	BUY	$80.0 - $86.02 $481,120 - $517,324	6,014 New	6,014 $489,000

Others Institutions Holding WM

# of Institutions

2,515

Shares Held

340M

Call Options Held

2.07M

Put Options Held

1.72M

View Full List

About WASTE MANAGEMENT INC

Ticker WM
Exchange NYSE
Sector Industrials
Industry Waste Management
Shares Outstandng 410,476,992
Market Cap $88.2B
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

Portfolio Update

Get notified when there are updates to the investment portfolio of Forvis Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Forvis Wealth Advisors, LLC with notifications on news.

Account

Forvis Wealth Advisors, LLC Waste Management Inc Transaction History