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
2025
Q3
$484K Buy
2025
Q2
$498K Sell
2025
Q1
$532K Sell
2024
Q4
$509K Sell
2024
Q3
$546K Buy
2024
Q2
$551K Buy
2024
Q1
$548K Buy
2023
Q4
$426K Buy
2023
Q3
$361K Sell
2023
Q2
$436K Sell
2023
Q1
$419K Buy
2022
Q4
$399K Sell
2022
Q3
$424K Buy
2022
Q2
$330K Buy
2022
Q1
$303K Buy
2021
Q4
$298K Buy
2021
Q3
$262K Buy
2021
Q2
$228K Buy