Ipsen Advisor 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	$755K	Buy	3,299 +40	+1%	+$9.15K	0.58%	42
2025 Q1	$754K	Sell	3,259 -146	-4%	-$33.8K	0.65%	38
2024 Q4	$687K	Buy	+3,405	New	+$687K	0.59%	40
2022 Q4	$600K	Buy	+3,825	New	+$600K	0.69%	33