Axxcess Wealth Management’s Waste Management WM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$3.07M Buy
13,397
+497
+4% +$114K 0.07% 214
2025
Q1
$2.99M Sell
12,900
-1,150
-8% -$266K 0.08% 193
2024
Q4
$2.84M Sell
14,050
-39
-0.3% -$7.87K 0.07% 208
2024
Q3
$2.92M Sell
14,089
-731
-5% -$152K 0.07% 199
2024
Q2
$3.16M Buy
14,820
+439
+3% +$93.7K 0.08% 186
2024
Q1
$3.07M Buy
14,381
+1,514
+12% +$323K 0.08% 187
2023
Q4
$2.3M Buy
12,867
+8,492
+194% +$1.52M 0.07% 222
2023
Q3
$667K Sell
4,375
-90
-2% -$13.7K 0.02% 398
2023
Q2
$774K Buy
4,465
+411
+10% +$71.3K 0.06% 266
2023
Q1
$661K Sell
4,054
-29
-0.7% -$4.73K 0.05% 308
2022
Q4
$640K Sell
4,083
-384
-9% -$60.2K 0.05% 310
2022
Q3
$716K Buy
4,467
+534
+14% +$85.6K 0.07% 245
2022
Q2
$602K Buy
3,933
+1,159
+42% +$177K 0.06% 261
2022
Q1
$440K Sell
2,774
-3,785
-58% -$600K 0.03% 379
2021
Q4
$1.09M Buy
+6,559
New +$1.09M 0.08% 192