CM Wealth Advisors’s Waste Management WM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-1,142
Closed -$240K 183
2024
Q1
$240K Buy
+1,142
New +$240K 0.07% 155
2023
Q2
Sell
-6,200
Closed -$1.01M 434
2023
Q1
$1.01M Buy
+6,200
New +$1.01M 0.2% 160