Aviso 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 | $354K | Buy |
1,546
+43
| +3% | +$9.84K | 0.17% | 109 |
|
|
2025
Q1 | $348K | Sell |
1,503
-22
| -1% | -$5.09K | 0.19% | 108 |
|
|
2024
Q4 | $308K | Hold |
1,525
| – | – | 0.16% | 111 |
|
|
2024
Q3 | $317K | Sell |
1,525
-362
| -19% | -$75.2K | 0.17% | 112 |
|
|
2024
Q2 | $403K | Sell |
1,887
-12
| -0.6% | -$2.56K | 0.24% | 92 |
|
|
2024
Q1 | $405K | Buy |
1,899
+110
| +6% | +$23.4K | 0.26% | 93 |
|
|
2023
Q4 | $320K | Buy |
+1,789
| New | +$320K | 0.23% | 101 |
|