Kellett Wealth Advisors’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 | $229K | Hold |
1,002
| – | – | 0.15% | 62 |
|
|
2025
Q1 | $232K | Buy |
+1,002
| New | +$232K | 0.16% | 63 |
|
|
2024
Q4 | – | Sell |
-1,052
| Closed | -$218K | – | 79 |
|
|
2024
Q3 | $218K | Hold |
1,052
| – | – | 0.16% | 66 |
|
|
2024
Q2 | $224K | Hold |
1,052
| – | – | 0.18% | 63 |
|
|
2024
Q1 | $224K | Buy |
+1,052
| New | +$224K | 0.16% | 77 |
|
|
2023
Q3 | – | Sell |
-1,202
| Closed | -$208K | – | 71 |
|
|
2023
Q2 | $208K | Buy |
+1,202
| New | +$208K | 0.19% | 54 |
|