Focus Partners Wealth’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
$45M Sell
195,725
-770
-0.4% -$177K 0.1% 197
2025
Q1
$45.5M Buy
196,495
+966
+0.5% +$224K 0.11% 175
2024
Q4
$39.5M Buy
195,529
+143,200
+274% +$28.9M 0.1% 188
2024
Q3
$10.9M Sell
52,329
-105,476
-67% -$21.9M 0.03% 390
2024
Q2
$33.7M Sell
157,805
-1,206
-0.8% -$257K 0.11% 179
2024
Q1
$33.9M Buy
159,011
+148,958
+1,482% +$31.8M 0.28% 91
2023
Q4
$1.8M Buy
+10,053
New +$1.8M 0.02% 367