Consolidated Planning Corp’s Waste Management WM Stock Holding History

Consolidated Planning Corp’s Portfolio WM Stock Details WM Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell
2025 Q3	$5.7M	Buy
2025 Q2	$5.76M	Buy
2025 Q1	$244K	Sell
2024 Q4	$225K	Hold
2024 Q3	$231K	Hold
2024 Q2	$238K	Hold
2024 Q1	$238K	Buy
2021 Q4	–	Sell
2021 Q3	$175K	Buy