Clearview Wealth Advisors’s Waste Management WM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$470K	Sell	2,138 -103	-5%	-$22K	0.3%	62
2025 Q3	$495K	Sell	2,241 -65	-3%	-$14.6K	0.32%	61
2025 Q2	$528K	Buy	2,306 +2	+0.1%	+$464	0.37%	51
2025 Q1	$533K	Sell	2,304 -93	-4%	-$20.6K	0.4%	53
2024 Q4	$484K	Sell	2,397 -24	-1%	-$5.16K	0.37%	53
2024 Q3	$503K	Sell	2,421 -67	-3%	-$14K	0.39%	51
2024 Q2	$531K	Sell	2,488 -164	-6%	-$34.1K	0.46%	46
2024 Q1	$565K	Sell	2,652 -55	-2%	-$10.8K	0.58%	39
2023 Q4	$485K	Sell	2,707 -50	-2%	-$8.38K	0.57%	56
2023 Q3	$420K	Sell	2,757 -68	-2%	-$11K	0.52%	66
2023 Q2	$490K	Sell	2,825 -39	-1%	-$6.45K	0.5%	60
2023 Q1	$467K	Sell	2,864 -1,218	-30%	-$187K	0.47%	64
2022 Q4	$640K	Sell	4,082 -12	-0.3%	-$1.93K	0.49%	50
2022 Q3	$656K	Buy	4,094 +138	+3%	+$22.8K	0.52%	33
2022 Q2	$605K	Buy	3,956 +157	+4%	+$24.6K	0.45%	43
2022 Q1	$602K	Buy	3,799 +331	+10%	+$50.2K	0.4%	46
2021 Q4	$579K	Buy	3,468 +206	+6%	+$33.1K	0.35%	64
2021 Q3	$487K	Buy	3,262 +93	+3%	+$13.9K	0.31%	69
2021 Q2	$444K	Buy	3,169 +2	+0.1%	+$276	0.27%	74
2021 Q1	$409K	Sell	3,167 -19	-0.6%	-$2.22K	0.27%	77
2020 Q4	$376K	Buy	+3,186	New	+$372K	0.25%	75