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Asset Planning Inc’s Waste Management WM Stock Holding History

Asset Planning Inc’s Portfolio WM Stock Details WM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$733K Buy
3,203
+10
+0.3% +$2.29K 0.55% 33
2025
Q1 		$739K Buy
3,193
+10
+0.3% +$2.32K 0.58% 34
2024
Q4 		$642K Buy
+3,183
New +$642K 0.49% 39