Connecticut Wealth Management’s Waste Management WM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$694K Sell
3,034
-8
-0.3% -$1.83K 0.03% 190
2025
Q1
$704K Sell
3,042
-149
-5% -$34.5K 0.04% 183
2024
Q4
$644K Buy
3,191
+523
+20% +$106K 0.03% 168
2024
Q3
$554K Buy
2,668
+405
+18% +$84.1K 0.03% 207
2024
Q2
$483K Buy
2,263
+151
+7% +$32.2K 0.02% 217
2024
Q1
$450K Sell
2,112
-173
-8% -$36.9K 0.02% 223
2023
Q4
$409K Buy
2,285
+875
+62% +$157K 0.02% 228
2023
Q3
$215K Buy
+1,410
New +$215K 0.01% 278