CTWM
Cherry Tree Wealth Management’s Waste Management WM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $43.2K | Sell |
189
-11
| -6% | -$2.52K | 0.01% | 266 |
|
|
2025
Q1 | $46.4K | Buy |
200
+12
| +6% | +$2.78K | 0.01% | 263 |
|
|
2024
Q4 | $37.9K | Buy |
188
+1
| +0.5% | +$201 | 0.01% | 273 |
|
|
2024
Q3 | $38.8K | Buy |
187
+1
| +0.5% | +$208 | 0.01% | 278 |
|
|
2024
Q2 | $39.7K | Hold |
186
| – | – | 0.01% | 270 |
|
|
2024
Q1 | $39.6K | Sell |
186
-19
| -9% | -$4.04K | 0.01% | 269 |
|
|
2023
Q4 | $36.7K | Buy |
205
+1
| +0.5% | +$179 | 0.01% | 262 |
|
|
2023
Q3 | $31.1K | Buy |
204
+1
| +0.5% | +$153 | 0.01% | 258 |
|
|
2023
Q2 | $35.3K | Buy |
+203
| New | +$35.3K | 0.01% | 250 |
|