Forum Financial Management’s Waste Management WM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$724K Buy
2025
Q2
$672K Sell
2025
Q1
$727K Sell
2024
Q4
$636K Buy
2024
Q3
$540K Buy
2024
Q2
$552K Buy
2024
Q1
$513K Sell
2023
Q4
$461K Sell
2023
Q3
$422K Buy
2023
Q2
$477K Buy
2023
Q1
$365K Buy
2022
Q4
$344K Sell
2022
Q3
$357K Buy
2022
Q2
$337K Buy
2022
Q1
$340K Hold
2021
Q4
$359K Buy