DWAM
Duncan Williams Asset Management’s Waste Management WM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $577K | Buy |
2,520
+500
| +25% | +$114K | 0.18% | 84 |
|
|
2025
Q1 | $468K | Hold |
2,020
| – | – | 0.17% | 84 |
|
|
2024
Q4 | $408K | Hold |
2,020
| – | – | 0.16% | 94 |
|
|
2024
Q3 | $419K | Sell |
2,020
-5
| -0.2% | -$1.04K | 0.23% | 75 |
|
|
2024
Q2 | $432K | Hold |
2,025
| – | – | 0.36% | 46 |
|
|
2024
Q1 | $432K | Buy |
+2,025
| New | +$432K | 0.39% | 45 |
|