FWP
Falcon Wealth Planning’s Waste Management WM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $659K | Hold |
2,881
| – | – | 0.07% | 87 |
|
|
2025
Q1 | $667K | Buy |
2,881
+118
| +4% | +$27.3K | 0.07% | 82 |
|
|
2024
Q4 | $557K | Hold |
2,763
| – | – | 0.06% | 89 |
|
|
2024
Q3 | $574K | Sell |
2,763
-12
| -0.4% | -$2.49K | 0.07% | 83 |
|
|
2024
Q2 | $592K | Buy |
2,775
+95
| +4% | +$20.3K | 0.08% | 71 |
|
|
2024
Q1 | $571K | Buy |
2,680
+14
| +0.5% | +$2.98K | 0.09% | 73 |
|
|
2023
Q4 | $477K | Buy |
+2,666
| New | +$477K | 0.08% | 77 |
|