Facet Wealth Inc’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
$293K Buy
1,278
+218
+21% +$50K 0.01% 135
2025
Q1
$249K Sell
1,060
-13
-1% -$3.05K 0.01% 120
2024
Q4
$241K Sell
1,073
-13
-1% -$2.93K 0.01% 124
2024
Q3
$232K Buy
1,086
+54
+5% +$11.6K 0.01% 130
2024
Q2
$208K Buy
+1,032
New +$208K 0.01% 138