JPWM
Jamison Private Wealth Management’s Waste Management WM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.2M | Sell |
66,314
-761
| -1% | -$174K | 2.18% | 8 |
|
|
2025
Q1 | $15.5M | Buy |
67,075
+136
| +0.2% | +$31.5K | 2.37% | 7 |
|
|
2024
Q4 | $13.5M | Buy |
66,939
+84
| +0.1% | +$17K | 1.99% | 8 |
|
|
2024
Q3 | $13.9M | Buy |
66,855
+517
| +0.8% | +$107K | 2.11% | 8 |
|
|
2024
Q2 | $14.2M | Sell |
66,338
-1,876
| -3% | -$400K | 2.35% | 7 |
|
|
2024
Q1 | $14.5M | Sell |
68,214
-388
| -0.6% | -$82.7K | 2.46% | 7 |
|
|
2023
Q4 | $12.3M | Sell |
68,602
-1,345
| -2% | -$241K | 2.3% | 6 |
|
|
2023
Q3 | $10.7M | Buy |
+69,947
| New | +$10.7M | 2.2% | 6 |
|