Heritage Wealth Management (Ohio)’s Waste Management WM Stock Holding History

Heritage Wealth Management (Ohio)’s Portfolio WM Stock Details WM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.18M	Hold
2025 Q1	$1.2M	Hold
2024 Q4	$1.04M	Hold
2024 Q3	$1.07M	Hold
2024 Q2	$1.09M	Buy