Beacon 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 | $283K | Buy |
1,238
+1
| +0.1% | +$228 | 0.12% | 136 |
|
|
2025
Q1 | $287K | Buy |
1,237
+18
| +1% | +$4.17K | 0.14% | 133 |
|
|
2024
Q4 | $246K | Buy |
1,219
+84
| +7% | +$17K | 0.12% | 138 |
|
|
2024
Q3 | $236K | Buy |
1,135
+24
| +2% | +$4.99K | 0.11% | 142 |
|
|
2024
Q2 | $237K | Buy |
1,111
+31
| +3% | +$6.61K | 0.12% | 136 |
|
|
2024
Q1 | $230K | Buy |
+1,080
| New | +$230K | 0.13% | 121 |
|