Fi3 Financial 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 | $223K | Sell |
976
-5
| -0.5% | -$1.14K | 0.08% | 146 |
|
|
2025
Q1 | $227K | Sell |
981
-40
| -4% | -$9.26K | 0.09% | 110 |
|
|
2024
Q4 | $206K | Buy |
1,021
+1
| +0.1% | +$202 | 0.08% | 115 |
|
|
2024
Q3 | $212K | Sell |
1,020
-169
| -14% | -$35.1K | 0.08% | 103 |
|
|
2024
Q2 | $254K | Buy |
1,189
+15
| +1% | +$3.2K | 0.11% | 67 |
|
|
2024
Q1 | $244K | Sell |
1,174
-75
| -6% | -$15.6K | 0.11% | 66 |
|
|
2023
Q4 | $224K | Buy |
+1,249
| New | +$224K | 0.11% | 65 |
|
|
2023
Q3 | – | Sell |
-1,307
| Closed | -$227K | – | 79 |
|
|
2023
Q2 | $227K | Buy |
+1,307
| New | +$227K | 0.12% | 62 |
|