HNWAG
High Net Worth Advisory Group’s Waste Management WM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.11M | Buy |
4,860
+13
| +0.3% | +$2.98K | 0.29% | 76 |
|
|
2025
Q1 | $1.12M | Sell |
4,847
-265
| -5% | -$61.4K | 0.32% | 75 |
|
|
2024
Q4 | $1.03M | Sell |
5,112
-200
| -4% | -$40.4K | 0.29% | 77 |
|
|
2024
Q3 | $1.1M | Buy |
5,312
+25
| +0.5% | +$5.19K | 0.3% | 74 |
|
|
2024
Q2 | $1.13M | Sell |
5,287
-100
| -2% | -$21.3K | 0.34% | 64 |
|
|
2024
Q1 | $1.15M | Buy |
5,387
+121
| +2% | +$25.8K | 0.36% | 64 |
|
|
2023
Q4 | $943K | Buy |
5,266
+580
| +12% | +$104K | 0.35% | 71 |
|
|
2023
Q3 | $714K | Hold |
4,686
| – | – | 0.29% | 84 |
|
|
2023
Q2 | $813K | Sell |
4,686
-16
| -0.3% | -$2.78K | 0.32% | 78 |
|
|
2023
Q1 | $767K | Sell |
4,702
-450
| -9% | -$73.4K | 0.31% | 81 |
|
|
2022
Q4 | $808K | Buy |
5,152
+1,090
| +27% | +$171K | 0.31% | 78 |
|
|
2022
Q3 | $651K | Hold |
4,062
| – | – | 0.28% | 84 |
|
|
2022
Q2 | $621K | Hold |
4,062
| – | – | 0.26% | 92 |
|
|
2022
Q1 | $644K | Buy |
4,062
+23
| +0.6% | +$3.65K | 0.23% | 90 |
|
|
2021
Q4 | $674K | Buy |
+4,039
| New | +$674K | 0.24% | 91 |
|