Forza Wealth Management’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 | $664K | Hold |
2,902
| – | – | 0.27% | 88 |
|
|
2025
Q1 | $672K | Hold |
2,902
| – | – | 0.3% | 83 |
|
|
2024
Q4 | $586K | Hold |
2,902
| – | – | 0.27% | 95 |
|
|
2024
Q3 | $602K | Hold |
2,902
| – | – | 0.28% | 100 |
|
|
2024
Q2 | $619K | Hold |
2,902
| – | – | 0.32% | 85 |
|
|
2024
Q1 | $619K | Hold |
2,902
| – | – | 0.32% | 84 |
|
|
2023
Q4 | $520K | Hold |
2,902
| – | – | 0.29% | 101 |
|
|
2023
Q3 | $442K | Hold |
2,902
| – | – | 0.23% | 123 |
|
|
2023
Q2 | $503K | Hold |
2,902
| – | – | 0.25% | 114 |
|
|
2023
Q1 | $474K | Buy |
2,902
+521
| +22% | +$85K | 0.24% | 120 |
|
|
2022
Q4 | $374K | Buy |
+2,381
| New | +$374K | 0.25% | 104 |
|