Capital & Planning LLC’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
$1.8M Buy
7,856
+645
+9% +$148K 1.22% 19
2025
Q1
$1.67M Buy
7,211
+1,036
+17% +$240K 1.24% 20
2024
Q4
$1.25M Buy
+6,175
New +$1.25M 0.91% 25