Falcon Wealth Planning’s Waste Management WM Stock Holding History

Falcon Wealth Planning’s Portfolio WM Stock Details WM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$623K	Sell
2025 Q2	$659K	Hold
2025 Q1	$667K	Buy
2024 Q4	$557K	Hold
2024 Q3	$574K	Sell
2024 Q2	$592K	Buy
2024 Q1	$571K	Buy
2023 Q4	$477K	Buy