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Claris Financial’s Waste Management WM Stock Holding History

Claris Financial’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 		$297K Sell
1,297
-431
-25% -$98.6K 0.22% 106
2025
Q1 		$349K Hold
1,728
– – 0.23% 101
2024
Q4 		$349K Buy
+1,728
New +$349K 0.23% 101