A detailed history of Values First Advisors, Inc. transactions in Waste Management Inc stock. As of the latest transaction made, Values First Advisors, Inc. holds 2,946 shares of WM stock, worth $619,632. This represents 0.37% of its overall portfolio holdings.

Number of Shares
2,946
Previous 2,883 2.19%
Holding current value
$619,632
Previous $516,000 21.51%
% of portfolio
0.37%
Previous 0.31%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 23, 2024

BUY
$177.77 - $213.97 $11,199 - $13,480
63 Added 2.19%
2,946 $627,000
Q4 2023

Jan 18, 2024

BUY
$151.21 - $179.1 $71,068 - $84,177
470 Added 19.48%
2,883 $516,000
Q3 2023

Nov 08, 2023

SELL
$152.44 - $172.41 $17,225 - $19,482
-113 Reduced 4.47%
2,413 $367,000
Q1 2023

May 15, 2023

SELL
$148.83 - $163.17 $5,209 - $5,710
-35 Reduced 1.37%
2,526 $412,000
Q4 2022

Jan 20, 2023

SELL
$154.73 - $169.85 $3,868 - $4,246
-25 Reduced 0.97%
2,561 $0
Q1 2022

May 03, 2022

SELL
$140.6 - $164.3 $281 - $328
-2 Reduced 0.08%
2,586 $410,000
Q4 2021

Mar 10, 2022

BUY
$148.83 - $166.9 $385,172 - $431,937
2,588 New
2,588 $432,000
Q3 2021

Nov 15, 2022

BUY
$141.17 - $155.85 $5,929 - $6,545
42 Added 1.62%
2,628 $392,000
Q2 2021

Nov 15, 2022

SELL
$129.28 - $143.26 $9,566 - $10,601
-74 Reduced 2.75%
2,618 $367,000
Q1 2021

Nov 15, 2022

BUY
$109.92 - $130.34 $11,651 - $13,816
106 Added 4.1%
2,692 $347,000

Others Institutions Holding WM

About WASTE MANAGEMENT INC


  • Ticker WM
  • Exchange NYSE
  • Sector Industrials
  • Industry Waste Management
  • Shares Outstandng 410,476,992
  • Market Cap $86.3B
  • 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 Values First Advisors, Inc. Portfolio

Follow Values First Advisors, 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 Values First Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Values First Advisors, Inc. with notifications on news.