FMWA
Forvis Mazars Wealth Advisors’s Waste Management WM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.91M | Buy |
8,367
+171
| +2% | +$39.1K | 0.04% | 158 |
|
|
2025
Q1 | $1.9M | Hold |
8,196
| – | – | 0.05% | 156 |
|
|
2024
Q4 | $1.65M | Buy |
8,196
+196
| +2% | +$39.6K | 0.04% | 174 |
|
|
2024
Q3 | $1.66M | Sell |
8,000
-997
| -11% | -$207K | 0.04% | 182 |
|
|
2024
Q2 | $1.92M | Buy |
8,997
+1,988
| +28% | +$424K | 0.05% | 164 |
|
|
2024
Q1 | $1.49M | Buy |
7,009
+2,606
| +59% | +$555K | 0.04% | 186 |
|
|
2023
Q4 | $789K | Sell |
4,403
-33
| -0.7% | -$5.91K | 0.02% | 228 |
|
|
2023
Q3 | $676K | Sell |
4,436
-68
| -2% | -$10.4K | 0.02% | 234 |
|
|
2023
Q2 | $781K | Buy |
4,504
+648
| +17% | +$112K | 0.02% | 237 |
|
|
2023
Q1 | $629K | Sell |
3,856
-26
| -0.7% | -$4.24K | 0.02% | 237 |
|
|
2022
Q4 | $609K | Sell |
3,882
-42
| -1% | -$6.59K | 0.02% | 236 |
|
|
2022
Q3 | $629K | Sell |
3,924
-29
| -0.7% | -$4.65K | 0.03% | 237 |
|
|
2022
Q2 | $605K | Buy |
+3,953
| New | +$605K | 0.02% | 228 |
|
|
2021
Q1 | – | Sell |
-4,564
| Closed | -$538K | – | 355 |
|
|
2020
Q4 | $538K | Buy |
4,564
+591
| +15% | +$69.7K | 0.03% | 213 |
|
|
2020
Q3 | $450K | Sell |
3,973
-3,482
| -47% | -$394K | 0.03% | 214 |
|
|
2020
Q2 | $790K | Buy |
7,455
+1,642
| +28% | +$174K | 0.05% | 150 |
|
|
2020
Q1 | $538K | Buy |
5,813
+1,106
| +23% | +$102K | 0.04% | 158 |
|
|
2019
Q4 | $536K | Buy |
4,707
+307
| +7% | +$35K | 0.04% | 185 |
|
|
2019
Q3 | $506K | Sell |
4,400
-36
| -0.8% | -$4.14K | 0.04% | 174 |
|
|
2019
Q2 | $512K | Sell |
4,436
-675
| -13% | -$77.9K | 0.04% | 160 |
|
|
2019
Q1 | $531K | Buy |
5,111
+121
| +2% | +$12.6K | 0.04% | 157 |
|
|
2018
Q4 | $444K | Sell |
4,990
-376
| -7% | -$33.5K | 0.05% | 148 |
|
|
2018
Q3 | $485K | Sell |
5,366
-648
| -11% | -$58.6K | 0.04% | 150 |
|
|
2018
Q2 | $489K | Buy |
+6,014
| New | +$489K | 0.05% | 142 |
|