BWS
Buck Wealth Strategies’s Waste Management WM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.9M | Buy |
47,824
+3,955
| +9% | +$905K | 1.67% | 20 |
|
|
2025
Q1 | $10.2M | Sell |
43,869
-472
| -1% | -$109K | 1.85% | 18 |
|
|
2024
Q4 | $8.95M | Buy |
44,341
+3,501
| +9% | +$706K | 1.86% | 25 |
|
|
2024
Q3 | $8.48M | Sell |
40,840
-6,050
| -13% | -$1.26M | 2.67% | 8 |
|
|
2024
Q2 | $10M | Buy |
46,890
+3,382
| +8% | +$722K | 2.95% | 6 |
|
|
2024
Q1 | $9.27M | Buy |
43,508
+75
| +0.2% | +$16K | 3.19% | 5 |
|
|
2023
Q4 | $7.78M | Buy |
43,433
+4,234
| +11% | +$758K | 2.88% | 10 |
|
|
2023
Q3 | $5.98M | Buy |
39,199
+3,492
| +10% | +$532K | 2.4% | 10 |
|
|
2023
Q2 | $6.19M | Buy |
35,707
+1,619
| +5% | +$281K | 2.69% | 5 |
|
|
2023
Q1 | $5.56M | Buy |
+34,088
| New | +$5.56M | 2.71% | 5 |
|
|
2022
Q3 | $5.48M | Buy |
+35,963
| New | +$5.48M | 2.56% | 12 |
|