CWM
Cahaba Wealth Management’s Waste Management WM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $624K | Sell |
2,728
-207
| -7% | -$47.4K | 0.05% | 78 |
|
|
2025
Q1 | $679K | Sell |
2,935
-49
| -2% | -$11.3K | 0.06% | 73 |
|
|
2024
Q4 | $602K | Buy |
2,984
+302
| +11% | +$60.9K | 0.05% | 82 |
|
|
2024
Q3 | $557K | Buy |
2,682
+1
| +0% | +$208 | 0.05% | 84 |
|
|
2024
Q2 | $572K | Sell |
2,681
-181
| -6% | -$38.6K | 0.05% | 80 |
|
|
2024
Q1 | $610K | Sell |
2,862
-65
| -2% | -$13.9K | 0.06% | 75 |
|
|
2023
Q4 | $524K | Sell |
2,927
-130
| -4% | -$23.3K | 0.05% | 78 |
|
|
2023
Q3 | $466K | Sell |
3,057
-281
| -8% | -$42.8K | 0.05% | 81 |
|
|
2023
Q2 | $579K | Sell |
3,338
-372
| -10% | -$64.5K | 0.06% | 69 |
|
|
2023
Q1 | $605K | Sell |
3,710
-51
| -1% | -$8.32K | 0.07% | 70 |
|
|
2022
Q4 | $590K | Sell |
3,761
-89
| -2% | -$14K | 0.07% | 66 |
|
|
2022
Q3 | $616K | Sell |
3,850
-223
| -5% | -$35.7K | 0.09% | 61 |
|
|
2022
Q2 | $623K | Sell |
4,073
-245
| -6% | -$37.5K | 0.09% | 64 |
|
|
2022
Q1 | $710K | Buy |
4,318
+475
| +12% | +$78.1K | 0.1% | 61 |
|
|
2021
Q4 | $641K | Buy |
3,843
+41
| +1% | +$6.84K | 0.09% | 68 |
|
|
2021
Q3 | $567K | Buy |
+3,802
| New | +$567K | 0.08% | 71 |
|