Fiduciary Alliance’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 | $1.83M | Buy |
7,976
+91
| +1% | +$20.8K | 0.14% | 148 |
|
|
2025
Q1 | $1.83M | Sell |
7,885
-522
| -6% | -$121K | 0.18% | 117 |
|
|
2024
Q4 | $1.7M | Buy |
8,407
+6,417
| +322% | +$1.29M | 0.17% | 118 |
|
|
2024
Q3 | $413K | Buy |
+1,990
| New | +$413K | 0.05% | 173 |
|
|
2024
Q2 | – | Sell |
-999
| Closed | -$213K | – | 230 |
|
|
2024
Q1 | $213K | Buy |
+999
| New | +$213K | 0.04% | 184 |
|
|
2023
Q3 | – | Sell |
-967
| Closed | -$168K | – | 954 |
|
|
2023
Q2 | $168K | Buy |
+967
| New | +$168K | 0.04% | 160 |
|
|
2023
Q1 | – | Sell |
-532
| Closed | -$83.5K | – | 874 |
|
|
2022
Q4 | $83.5K | Buy |
+532
| New | +$83.5K | 0.02% | 180 |
|