Fiduciary Group’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
$241K Sell
1,054
-109
-9% -$25K 0.02% 261
2025
Q1
$269K Buy
1,163
+116
+11% +$26.9K 0.03% 242
2024
Q4
$211K Hold
1,047
0.02% 259
2024
Q3
$217K Buy
1,047
+6
+0.6% +$1.25K 0.02% 265
2024
Q2
$222K Buy
1,041
+1
+0.1% +$213 0.02% 254
2024
Q1
$222K Buy
+1,040
New +$222K 0.02% 253