Jacksonville Wealth Management’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
$970K Buy
4,240
+6
+0.1% +$1.37K 0.78% 27
2025
Q1
$980K Sell
4,234
-121
-3% -$28K 0.96% 23
2024
Q4
$879K Buy
+4,355
New +$879K 0.82% 26