J. Safra Sarasin Holding’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	$515K	Buy	2,250 +1,166	+108%	+$267K	0.01%	358
2025 Q1	$251K	Hold	1,084	–	–	﹤0.01%	455
2024 Q4	$219K	Sell	1,084 -5,218	-83%	-$1.05M	﹤0.01%	453
2024 Q3	$1.31M	Sell	6,302 -45,150	-88%	-$9.37M	0.02%	286
2024 Q2	$11M	Buy	+51,452	New	+$11M	0.2%	101