AssuredPartners Investment 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	–	Sell	-1,467	Closed	-$340K	–	334
2025 Q1	$340K	Sell	1,467 -240	-14%	-$55.5K	0.07%	253
2024 Q4	$344K	Buy	+1,707	New	+$344K	0.07%	258