DWM
Dogwood Wealth Management’s Waste Management WM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $662K | Sell |
2,944
-178
| -6% | -$40K | 0.32% | 67 |
|
|
2025
Q1 | $723K | Buy |
3,122
+102
| +3% | +$23.6K | 0.38% | 58 |
|
|
2024
Q4 | $609K | Buy |
3,020
+852
| +39% | +$172K | 0.32% | 64 |
|
|
2024
Q3 | $450K | Buy |
2,168
+201
| +10% | +$41.7K | 0.26% | 77 |
|
|
2024
Q2 | $420K | Buy |
1,967
+328
| +20% | +$70K | 0.26% | 54 |
|
|
2024
Q1 | $349K | Buy |
1,639
+123
| +8% | +$26.2K | 0.24% | 61 |
|
|
2023
Q4 | $271K | Buy |
+1,516
| New | +$271K | 0.21% | 64 |
|