Burling Wealth Partners’s Waste Management WM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$5.38M	Buy	23,516 +4,554	+24%	+$1.04M	0.99%	28
2025 Q1	$4.39M	Buy	18,962 +6,632	+54%	+$1.54M	0.92%	31
2024 Q4	$2.49M	Buy	+12,330	New	+$2.49M	0.51%	55