Fermata Advisors’s Waste Management WM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-1,559	Closed	-$324K	–	289
2024 Q3	$324K	Buy	1,559 +129	+9%	+$26.8K	0.07%	170
2024 Q2	$305K	Buy	+1,430	New	+$305K	0.07%	159