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Dogwood Wealth Management’s Waste Management WM Stock Holding History

Dogwood Wealth Management’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
2026
Q2 		$335K Sell
1,503
-131
-8% -$29.1K 0.13% 59
2026
Q1 		$375K Sell
1,634
-734
-31% -$169K 0.16% 60
2025
Q4 		$520K Sell
2,368
-675
-22% -$144K 0.23% 67
2025
Q3 		$672K Buy
3,043
+99
+3% +$22.3K 0.31% 64
2025
Q2 		$662K Sell
2,944
-178
-6% -$41.3K 0.32% 67
2025
Q1 		$723K Buy
3,122
+102
+3% +$22.6K 0.38% 58
2024
Q4 		$609K Buy
3,020
+852
+39% +$183K 0.32% 64
2024
Q3 		$450K Buy
2,168
+201
+10% +$41.9K 0.26% 77
2024
Q2 		$420K Buy
1,967
+328
+20% +$68.2K 0.26% 54
2024
Q1 		$349K Buy
1,639
+123
+8% +$24.2K 0.24% 61
2023
Q4 		$271K Buy
+1,516
New +$254K 0.21% 64

Other funds holding WM

CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $1.6B AUM 23.66% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
CTA
Chesley Taft & Associates Chicago, Illinois $2.57B AUM 22.93% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM