CIA
Compass Ion Advisors’s Waste Management WM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $256K | Buy |
1,121
+3
| +0.3% | +$686 | 0.03% | 233 |
|
|
2025
Q1 | $259K | Buy |
1,118
+3
| +0.3% | +$694 | 0.03% | 222 |
|
|
2024
Q4 | $225K | Buy |
1,115
+1
| +0.1% | +$202 | 0.03% | 238 |
|
|
2024
Q3 | $231K | Buy |
1,114
+6
| +0.5% | +$1.25K | 0.03% | 235 |
|
|
2024
Q2 | $236K | Hold |
1,108
| – | – | 0.03% | 208 |
|
|
2024
Q1 | $236K | Buy |
+1,108
| New | +$236K | 0.03% | 208 |
|