BFWA
Benchmark Financial Wealth Advisors’s Waste Management WM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $498K | Sell |
2,178
-121
| -5% | -$27.7K | 0.16% | 63 |
|
|
2025
Q1 | $532K | Sell |
2,299
-225
| -9% | -$52.1K | 0.2% | 58 |
|
|
2024
Q4 | $509K | Sell |
2,524
-107
| -4% | -$21.6K | 0.16% | 59 |
|
|
2024
Q3 | $546K | Buy |
2,631
+49
| +2% | +$10.2K | 0.18% | 54 |
|
|
2024
Q2 | $551K | Buy |
2,582
+9
| +0.3% | +$1.92K | 0.2% | 48 |
|
|
2024
Q1 | $548K | Buy |
2,573
+196
| +8% | +$41.8K | 0.21% | 47 |
|
|
2023
Q4 | $426K | Buy |
2,377
+8
| +0.3% | +$1.43K | 0.18% | 50 |
|
|
2023
Q3 | $361K | Sell |
2,369
-144
| -6% | -$21.9K | 0.17% | 45 |
|
|
2023
Q2 | $436K | Sell |
2,513
-57
| -2% | -$9.89K | 0.2% | 39 |
|
|
2023
Q1 | $419K | Buy |
2,570
+27
| +1% | +$4.41K | 0.22% | 39 |
|
|
2022
Q4 | $399K | Sell |
2,543
-104
| -4% | -$16.3K | 0.22% | 39 |
|
|
2022
Q3 | $424K | Buy |
2,647
+487
| +23% | +$78K | 0.25% | 38 |
|
|
2022
Q2 | $330K | Buy |
2,160
+246
| +13% | +$37.6K | 0.17% | 44 |
|
|
2022
Q1 | $303K | Buy |
1,914
+130
| +7% | +$20.6K | 0.13% | 57 |
|
|
2021
Q4 | $298K | Buy |
1,784
+28
| +2% | +$4.68K | 0.12% | 55 |
|
|
2021
Q3 | $262K | Buy |
1,756
+126
| +8% | +$18.8K | 0.12% | 54 |
|
|
2021
Q2 | $228K | Buy |
+1,630
| New | +$228K | 0.11% | 60 |
|