KCFA
Key Client Fiduciary Advisors’s Waste Management WM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $265K | Buy |
1,157
+104
| +10% | +$23.8K | 0.11% | 163 |
|
|
2025
Q1 | $244K | Buy |
1,053
+27
| +3% | +$6.25K | 0.11% | 161 |
|
|
2024
Q4 | $207K | Buy |
1,026
+13
| +1% | +$2.62K | 0.09% | 177 |
|
|
2024
Q3 | $210K | Buy |
1,013
+8
| +0.8% | +$1.66K | 0.09% | 184 |
|
|
2024
Q2 | $214K | Sell |
1,005
-22
| -2% | -$4.69K | 0.11% | 169 |
|
|
2024
Q1 | $219K | Buy |
+1,027
| New | +$219K | 0.12% | 164 |
|