Canopy 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
$493K Buy
2,156
+23
+1% +$5.26K 0.18% 109
2025
Q1
$494K Buy
2,133
+10
+0.5% +$2.32K 0.19% 105
2024
Q4
$428K Buy
2,123
+8
+0.4% +$1.61K 0.16% 107
2024
Q3
$439K Sell
2,115
-29
-1% -$6.02K 0.19% 103
2024
Q2
$457K Hold
2,144
0.21% 97
2024
Q1
$457K Buy
2,144
+569
+36% +$121K 0.22% 98
2023
Q4
$282K Buy
+1,575
New +$282K 0.17% 120