HF Advisory Group’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
$819K Sell
3,578
-220
-6% -$50.3K 0.32% 102
2025
Q1
$879K Sell
3,798
-69
-2% -$16K 0.38% 98
2024
Q4
$780K Sell
3,867
-6
-0.2% -$1.21K 0.36% 96
2024
Q3
$804K Sell
3,873
-41
-1% -$8.51K 0.37% 97
2024
Q2
$835K Sell
3,914
-155
-4% -$33.1K 0.43% 82
2024
Q1
$868K Sell
4,069
-95
-2% -$20.3K 0.49% 74
2023
Q4
$746K Sell
4,164
-126
-3% -$22.6K 0.48% 77
2023
Q3
$655K Buy
4,290
+124
+3% +$18.9K 0.49% 75
2023
Q2
$722K Sell
4,166
-9,691
-70% -$1.68M 0.57% 64
2023
Q1
$2.26M Buy
13,857
+2,531
+22% +$413K 2.01% 9
2022
Q4
$1.78M Buy
+11,326
New +$1.78M 1.8% 12