Concurrent Investment Advisors’s Waste Management WM Stock Holding History

Concurrent Investment Advisors’s Portfolio WM Stock Details WM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$6.34M	Buy
2025 Q2	$6.5M	Buy
2025 Q1	$6.15M	Buy
2024 Q4	$4.09M	Buy
2024 Q3	$4.15M	Sell
2024 Q2	$5.43M	Buy
2024 Q1	$3.23M	Sell
2023 Q4	$2.99M	Buy