Cypress Wealth Services’s Waste Management WM Stock Holding History

Cypress Wealth Services’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	$422K	Buy
2025 Q2	$434K	Buy
2025 Q1	$430K	Sell
2024 Q4	$394K	Buy
2024 Q3	$394K	Buy
2021 Q2	–	Sell
2021 Q1	$202K	Sell
2020 Q4	$214K	Buy
2020 Q3	–	Hold