AWA
Amplius Wealth Advisors’s Waste Management WM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $379K | Sell |
1,655
-2
| -0.1% | -$458 | 0.04% | 137 |
|
|
2025
Q1 | $384K | Buy |
1,657
+8
| +0.5% | +$1.85K | 0.04% | 125 |
|
|
2024
Q4 | $333K | Hold |
1,649
| – | – | 0.03% | 129 |
|
|
2024
Q3 | $342K | Hold |
1,649
| – | – | 0.04% | 117 |
|
|
2024
Q2 | $352K | Sell |
1,649
-9
| -0.5% | -$1.92K | 0.04% | 120 |
|
|
2024
Q1 | $353K | Buy |
1,658
+4
| +0.2% | +$853 | 0.04% | 115 |
|
|
2023
Q4 | $296K | Buy |
1,654
+1
| +0.1% | +$179 | 0.04% | 126 |
|
|
2023
Q3 | $252K | Sell |
1,653
-93
| -5% | -$14.2K | 0.03% | 131 |
|
|
2023
Q2 | $303K | Buy |
1,746
+30
| +2% | +$5.2K | 0.04% | 124 |
|
|
2023
Q1 | $280K | Buy |
1,716
+56
| +3% | +$9.14K | 0.04% | 130 |
|
|
2022
Q4 | $260K | Sell |
1,660
-57
| -3% | -$8.94K | 0.04% | 129 |
|
|
2022
Q3 | $275K | Buy |
+1,717
| New | +$275K | 0.05% | 125 |
|
|
2022
Q1 | – | Sell |
-162
| Closed | -$27K | – | 924 |
|
|
2021
Q4 | $27K | Buy |
+162
| New | +$27K | ﹤0.01% | 422 |
|