CPL
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Capital & Planning LLC’s Waste Management WM Stock Holding History

Capital & Planning LLC’s Portfolio WM Stock Details WM Fund Activity
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