Core Wealth Partners’s Waste Management WM Stock Holding History

Core Wealth Partners’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	$665K	Hold
2025 Q2	$689K	Hold
2025 Q1	$697K	Sell
2024 Q4	$708K	Hold
2024 Q3	$729K	Buy
2023 Q1	–	Sell
2022 Q4	$208K	Buy