AO
Advisor OS’s Waste Management WM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.28M | Buy |
5,573
+494
| +10% | +$113K | 0.13% | 114 |
|
|
2025
Q1 | $1.18M | Sell |
5,079
-126
| -2% | -$29.2K | 0.13% | 109 |
|
|
2024
Q4 | $1.05M | Buy |
5,205
+630
| +14% | +$127K | 0.12% | 114 |
|
|
2024
Q3 | $950K | Buy |
4,575
+108
| +2% | +$22.4K | 0.09% | 158 |
|
|
2024
Q2 | $953K | Buy |
4,467
+991
| +29% | +$211K | 0.1% | 168 |
|
|
2024
Q1 | $741K | Buy |
3,476
+1,735
| +100% | +$370K | 0.09% | 193 |
|
|
2023
Q4 | $312K | Buy |
+1,741
| New | +$312K | 0.04% | 255 |
|