Cahill Financial Advisors’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 | $248K | Buy |
+1,083
| New | +$248K | 0.03% | 249 |
|
|
2021
Q4 | – | Sell |
-406
| Closed | -$61K | – | 800 |
|
|
2021
Q3 | $61K | Buy |
+406
| New | +$61K | 0.01% | 317 |
|
|
2014
Q2 | – | Sell |
-7,619
| Closed | -$321K | – | 116 |
|
|
2014
Q1 | $321K | Sell |
7,619
-499
| -6% | -$21K | 0.27% | 78 |
|
|
2013
Q4 | $365K | Buy |
+8,118
| New | +$365K | 0.32% | 73 |
|