Coordinated Financial Services’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
$306K Buy
1,337
+2
+0.1% +$458 0.21% 119
2025
Q1
$309K Sell
1,335
-133
-9% -$30.8K 0.24% 108
2024
Q4
$296K Buy
+1,468
New +$296K 0.23% 111
2024
Q2
$307K Buy
1,439
+2
+0.1% +$427 0.26% 96
2024
Q1
$306K Buy
+1,437
New +$306K 0.27% 91