Curated Wealth Partners’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	$949K	Sell	4,147 -52	-1%	-$11.9K	0.11%	60
2025 Q1	$972K	Sell	4,199 -15	-0.4%	-$3.47K	0.13%	54
2024 Q4	$850K	Buy	+4,214	New	+$850K	0.1%	58