BWA
Blodgett Wealth Advisors’s Waste Management WM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.76M | Sell |
7,671
-140
| -2% | -$32K | 1.38% | 14 |
|
|
2025
Q1 | $1.81M | Hold |
7,811
| – | – | 1.54% | 12 |
|
|
2024
Q4 | $1.58M | Hold |
7,811
| – | – | 1.24% | 15 |
|
|
2024
Q3 | $1.62M | Sell |
7,811
-1,000
| -11% | -$208K | 1.36% | 14 |
|
|
2024
Q2 | $1.88M | Hold |
8,811
| – | – | 1.59% | 11 |
|
|
2024
Q1 | $1.88M | Hold |
8,811
| – | – | 1.69% | 12 |
|
|
2023
Q4 | $1.58M | Hold |
8,811
| – | – | 1.61% | 14 |
|
|
2023
Q3 | $1.34M | Sell |
8,811
-100
| -1% | -$15.2K | 1.47% | 16 |
|
|
2023
Q2 | $1.55M | Buy |
8,911
+450
| +5% | +$78K | 1.6% | 15 |
|
|
2023
Q1 | $1.38M | Hold |
8,461
| – | – | 1.6% | 16 |
|
|
2022
Q4 | $1.33M | Hold |
8,461
| – | – | 1.61% | 18 |
|
|
2022
Q3 | $1.36M | Buy |
8,461
+50
| +0.6% | +$8.01K | 1.63% | 17 |
|
|
2022
Q2 | $1.29M | Sell |
8,411
-1,300
| -13% | -$199K | 1.41% | 19 |
|
|
2022
Q1 | $1.54M | Sell |
9,711
-244
| -2% | -$38.7K | 1.28% | 19 |
|
|
2021
Q4 | $1.66M | Buy |
+9,955
| New | +$1.66M | 1.29% | 17 |
|