Farther Finance Advisors’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 | $2M | Buy |
8,746
+1,056
| +14% | +$242K | 0.04% | 366 |
|
|
2025
Q1 | $1.8M | Buy |
7,690
+3,082
| +67% | +$721K | 0.05% | 325 |
|
|
2024
Q4 | $930K | Buy |
4,608
+527
| +13% | +$106K | 0.03% | 387 |
|
|
2024
Q3 | $847K | Buy |
4,081
+527
| +15% | +$109K | 0.03% | 397 |
|
|
2024
Q2 | $744K | Buy |
3,554
+782
| +28% | +$164K | 0.04% | 368 |
|
|
2024
Q1 | $590K | Buy |
2,772
+400
| +17% | +$85.2K | 0.04% | 360 |
|
|
2023
Q4 | $425K | Buy |
2,372
+859
| +57% | +$154K | 0.03% | 385 |
|
|
2023
Q3 | $231K | Buy |
1,513
+205
| +16% | +$31.2K | 0.04% | 354 |
|
|
2023
Q2 | $227K | Buy |
1,308
+419
| +47% | +$72.6K | 0.05% | 294 |
|
|
2023
Q1 | $145K | Buy |
889
+584
| +191% | +$95.3K | 0.04% | 314 |
|
|
2022
Q4 | $47.8K | Buy |
+305
| New | +$47.8K | 0.02% | 496 |
|