Fortis Group 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 | $20.1K | Buy |
88
+38
| +76% | +$8.7K | ﹤0.01% | 288 |
|
|
2025
Q1 | $11.6K | Hold |
50
| – | – | ﹤0.01% | 293 |
|
|
2024
Q4 | $10.1K | Hold |
50
| – | – | ﹤0.01% | 306 |
|
|
2024
Q3 | $10.4K | Hold |
50
| – | – | ﹤0.01% | 299 |
|
|
2024
Q2 | $10.7K | Hold |
50
| – | – | ﹤0.01% | 294 |
|
|
2024
Q1 | $10.7K | Sell |
50
-50
| -50% | -$10.7K | ﹤0.01% | 313 |
|
|
2023
Q4 | $17.9K | Buy |
100
+50
| +100% | +$8.96K | ﹤0.01% | 247 |
|
|
2023
Q3 | $7.62K | Buy |
+50
| New | +$7.62K | ﹤0.01% | 246 |
|
|
2020
Q3 | $5K | Buy |
+50
| New | +$5K | ﹤0.01% | 346 |
|