HWMG
Hurlow Wealth Management Group’s Waste Management WM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,273
| Closed | -$295K | – | 131 |
|
|
2025
Q1 | $295K | Hold |
1,273
| – | – | 0.09% | 92 |
|
|
2024
Q4 | $257K | Hold |
1,273
| – | – | 0.08% | 105 |
|
|
2024
Q3 | $264K | Sell |
1,273
-1
| -0.1% | -$208 | 0.08% | 103 |
|
|
2024
Q2 | $272K | Hold |
1,274
| – | – | 0.09% | 93 |
|
|
2024
Q1 | $272K | Hold |
1,274
| – | – | 0.1% | 93 |
|
|
2023
Q4 | $228K | Buy |
+1,274
| New | +$228K | 0.09% | 101 |
|
|
2023
Q3 | – | Sell |
-1,274
| Closed | -$221K | – | 110 |
|
|
2023
Q2 | $221K | Buy |
1,274
+1
| +0.1% | +$173 | 0.09% | 102 |
|
|
2023
Q1 | $208K | Buy |
+1,273
| New | +$208K | 0.1% | 101 |
|
|
2022
Q4 | – | Sell |
-1,260
| Closed | -$202K | – | 98 |
|
|
2022
Q3 | $202K | Buy |
+1,260
| New | +$202K | 0.12% | 92 |
|
|
2022
Q2 | – | Sell |
-1,260
| Closed | -$200K | – | 100 |
|
|
2022
Q1 | $200K | Buy |
+1,260
| New | +$200K | 0.12% | 95 |
|