Benchmark Financial Wealth Advisors’s Waste Management WM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$506K	Buy	2,202 +6	+0.3%	+$1.38K	0.14%	79
2025 Q4	$483K	Buy	2,196 +4	+0.2%	+$853	0.14%	76
2025 Q3	$484K	Buy	2,192 +14	+0.6%	+$3.15K	0.15%	71
2025 Q2	$498K	Sell	2,178 -121	-5%	-$28.1K	0.16%	63
2025 Q1	$532K	Sell	2,299 -225	-9%	-$49.8K	0.2%	58
2024 Q4	$509K	Sell	2,524 -107	-4%	-$23K	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%	+$1.87K	0.2%	48
2024 Q1	$548K	Buy	2,573 +196	+8%	+$38.5K	0.21%	47
2023 Q4	$426K	Buy	2,377 +8	+0.3%	+$1.34K	0.18%	50
2023 Q3	$361K	Sell	2,369 -144	-6%	-$23.3K	0.17%	45
2023 Q2	$436K	Sell	2,513 -57	-2%	-$9.42K	0.2%	39
2023 Q1	$419K	Buy	2,570 +27	+1%	+$4.13K	0.22%	39
2022 Q4	$399K	Sell	2,543 -104	-4%	-$16.7K	0.22%	39
2022 Q3	$424K	Buy	2,647 +487	+23%	+$80.4K	0.25%	38
2022 Q2	$330K	Buy	2,160 +246	+13%	+$38.5K	0.17%	44
2022 Q1	$303K	Buy	1,914 +130	+7%	+$19.7K	0.13%	57
2021 Q4	$298K	Buy	1,784 +28	+2%	+$4.5K	0.12%	55
2021 Q3	$262K	Buy	1,756 +126	+8%	+$18.9K	0.12%	54
2021 Q2	$228K	Buy	+1,630	New	+$225K	0.11%	60