Fortune 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 | $306K | Sell |
1,339
-10
| -0.7% | -$2.29K | 0.25% | 77 |
|
|
2025
Q1 | $312K | Hold |
1,349
| – | – | 0.27% | 76 |
|
|
2024
Q4 | $272K | Hold |
1,349
| – | – | 0.25% | 77 |
|
|
2024
Q3 | $280K | Hold |
1,349
| – | – | 0.25% | 79 |
|
|
2024
Q2 | $288K | Sell |
1,349
-20
| -1% | -$4.27K | 0.18% | 111 |
|
|
2024
Q1 | $292K | Sell |
1,369
-40
| -3% | -$8.53K | 0.18% | 112 |
|
|
2023
Q4 | $252K | Buy |
1,409
+2
| +0.1% | +$358 | 0.18% | 111 |
|
|
2023
Q3 | $215K | Sell |
1,407
-29
| -2% | -$4.42K | 0.16% | 112 |
|
|
2023
Q2 | $249K | Buy |
+1,436
| New | +$249K | 0.19% | 109 |
|