Allen Wealth Management’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 | $372K | Hold |
1,626
| – | – | 0.26% | 43 |
|
|
2025
Q1 | $376K | Hold |
1,626
| – | – | 0.26% | 43 |
|
|
2024
Q4 | $328K | Hold |
1,626
| – | – | 0.24% | 44 |
|
|
2024
Q3 | $338K | Hold |
1,626
| – | – | 0.23% | 45 |
|
|
2024
Q2 | $347K | Hold |
1,626
| – | – | 0.31% | 46 |
|
|
2024
Q1 | $347K | Buy |
1,626
+17
| +1% | +$3.62K | 0.31% | 47 |
|
|
2023
Q4 | $288K | Buy |
+1,609
| New | +$288K | 0.28% | 43 |
|