Chancellor Financial Group WB’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
$744K Sell
3,250
-160
-5% -$36.6K 0.57% 39
2025
Q1
$789K Buy
3,410
+325
+11% +$75.2K 0.65% 36
2024
Q4
$623K Buy
+3,085
New +$623K 0.5% 44