DHJJ Financial Advisors’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 | $48.3K | Hold |
211
| – | – | 0.02% | 349 |
|
|
2025
Q1 | $48.8K | Hold |
211
| – | – | 0.02% | 315 |
|
|
2024
Q4 | $42.6K | Hold |
211
| – | – | 0.02% | 325 |
|
|
2024
Q3 | $43.8K | Buy |
211
+72
| +52% | +$14.9K | 0.02% | 324 |
|
|
2024
Q2 | $29.7K | Hold |
139
| – | – | 0.01% | 338 |
|
|
2024
Q1 | $29.6K | Hold |
139
| – | – | 0.01% | 326 |
|
|
2023
Q4 | $24.9K | Hold |
139
| – | – | 0.01% | 339 |
|
|
2023
Q3 | $21.2K | Buy |
+139
| New | +$21.2K | 0.01% | 352 |
|