DWM
Diversify Wealth Management’s Waste Management WM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.05M | Buy |
13,071
+1,055
| +9% | +$246K | 0.19% | 144 |
|
|
2025
Q1 | $2.75M | Sell |
12,016
-549
| -4% | -$126K | 0.2% | 136 |
|
|
2024
Q4 | $2.6M | Buy |
12,565
+1,453
| +13% | +$301K | 0.2% | 129 |
|
|
2024
Q3 | $2.35M | Sell |
11,112
-3,678
| -25% | -$779K | 0.23% | 114 |
|
|
2024
Q2 | $2.98M | Buy |
+14,790
| New | +$2.98M | 0.37% | 67 |
|