JSAM
J. Safra Asset Management’s Waste Management WM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $480K | Buy |
2,102
+158
| +8% | +$36.1K | 0.03% | 81 |
|
|
2025
Q1 | $450K | Buy |
1,944
+337
| +21% | +$78K | 0.04% | 68 |
|
|
2024
Q4 | $325K | Buy |
1,607
+715
| +80% | +$145K | 0.03% | 85 |
|
|
2024
Q3 | $183K | Buy |
892
+201
| +29% | +$41.3K | 0.02% | 80 |
|
|
2024
Q2 | $147K | Buy |
691
+453
| +190% | +$96.6K | 0.01% | 74 |
|
|
2024
Q1 | $50.7K | Buy |
238
+204
| +600% | +$43.5K | 0.01% | 87 |
|
|
2023
Q4 | $6.09K | Buy |
+34
| New | +$6.09K | ﹤0.01% | 102 |
|
|
2016
Q3 | – | Sell |
-377
| Closed | -$25K | – | 232 |
|
|
2016
Q2 | $25K | Sell |
377
-7,730
| -95% | -$513K | 0.04% | 185 |
|
|
2016
Q1 | $478K | Buy |
+8,107
| New | +$478K | 0.39% | 68 |
|