Adapt Wealth Advisors’s Waste Management WM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.42M | Hold |
10,560
| – | – | 1.08% | 22 |
|
|
2025
Q1 | $2.44M | Hold |
10,560
| – | – | 1.19% | 22 |
|
|
2024
Q4 | $2.13M | Sell |
10,560
-2,204
| -17% | -$445K | 1.05% | 24 |
|
|
2024
Q3 | $2.65M | Buy |
12,764
+1
| +0% | +$208 | 1.42% | 22 |
|
|
2024
Q2 | $2.72M | Hold |
12,763
| – | – | 1.71% | 19 |
|
|
2024
Q1 | $2.72M | Buy |
+12,763
| New | +$2.72M | 1.94% | 19 |
|