Bannerman Wealth Management Group’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
$367K Buy
1,602
+40
+3% +$9.15K 0.28% 29
2025
Q1
$362K Buy
1,562
+24
+2% +$5.56K 0.3% 25
2024
Q4
$310K Buy
+1,538
New +$310K 0.26% 24