Atria Wealth Solutions’s Waste Management WM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$3.14M	Sell	13,721 -39,886	-74%	-$9.25M	0.07%	305
2025 Q1	$12.4M	Sell	53,607 -526	-1%	-$116K	0.15%	144
2024 Q4	$10.9M	Buy	54,133 +5,345	+11%	+$1.15M	0.12%	177
2024 Q3	$10.1M	Sell	48,788 -1,669	-3%	-$348K	0.11%	195
2024 Q2	$10.8M	Buy	50,457 +70	+0.1%	+$14.6K	0.12%	177
2024 Q1	$10.7M	Buy	50,387 +4,339	+9%	+$853K	0.12%	182
2023 Q4	$8.25M	Buy	46,048 +1,524	+3%	+$256K	0.1%	201
2023 Q3	$6.79M	Buy	44,524 +1,697	+4%	+$275K	0.1%	220
2023 Q2	$7.43M	Buy	42,827 +2,779	+7%	+$459K	0.1%	197
2023 Q1	$6.53M	Sell	40,048 -717	-2%	-$110K	0.1%	207
2022 Q4	$6.4M	Buy	40,765 +470	+1%	+$75.6K	0.1%	210
2022 Q3	$6.46M	Buy	40,295 +3,324	+9%	+$549K	0.11%	188
2022 Q2	$5.66M	Buy	36,971 +12,099	+49%	+$1.9M	0.11%	210
2022 Q1	$3.94M	Buy	+24,872	New	+$3.77M	0.07%	303