Elevation Wealth Partners’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 | $125K | Hold |
544
| – | – | 0.05% | 150 |
|
|
2025
Q1 | $126K | Sell |
544
-18
| -3% | -$4.17K | 0.05% | 142 |
|
|
2024
Q4 | $113K | Buy |
562
+62
| +12% | +$12.5K | 0.05% | 154 |
|
|
2024
Q3 | $104K | Hold |
500
| – | – | 0.04% | 160 |
|
|
2024
Q2 | $107K | Hold |
500
| – | – | 0.05% | 152 |
|
|
2024
Q1 | $107K | Sell |
500
-275
| -35% | -$58.6K | 0.05% | 154 |
|
|
2023
Q4 | $118K | Buy |
+775
| New | +$118K | 0.07% | 137 |
|