KMG Fiduciary Partners’s Waste Management WM Stock Holding History

KMG Fiduciary Partners’s Portfolio WM Stock Details WM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$493K	Sell	2,211 -65	-3%	-$14.5K	0.05%	154
2026 Q1	$523K	Hold	2,276	–	–	0.04%	201
2025 Q4	$500K	Hold	2,276	–	–	0.04%	198
2025 Q3	$503K	Hold	2,276	–	–	0.03%	231
2025 Q2	$521K	Hold	2,276	–	–	0.04%	229
2025 Q1	$527K	Sell	2,276 -6	-0.3%	-$1.33K	0.04%	220
2024 Q4	$460K	Sell	2,282 -5	-0.2%	-$1.07K	0.04%	221
2024 Q3	$475K	Hold	2,287	–	–	0.04%	213
2024 Q2	$488K	Hold	2,287	–	–	0.05%	185
2024 Q1	$487K	Hold	2,287	–	–	0.05%	178
2023 Q4	$410K	Sell	2,287 -2	-0.1%	-$335	0.05%	184
2023 Q3	$349K	Sell	2,289 -111	-5%	-$18K	0.05%	187
2023 Q2	$416K	Sell	2,400 -253	-10%	-$41.8K	0.05%	182
2023 Q1	$433K	Sell	2,653 -18	-0.7%	-$2.76K	0.06%	179
2022 Q4	$419K	Buy	2,671 +383	+17%	+$61.6K	0.07%	174
2022 Q3	$367K	Hold	2,288	–	–	0.07%	155
2022 Q2	$350K	Hold	2,288	–	–	0.07%	161
2022 Q1	$363K	Hold	2,288	–	–	0.06%	164
2021 Q4	$382K	Hold	2,288	–	–	0.06%	154
2021 Q3	$342K	Sell	2,288 -400	-15%	-$59.9K	0.06%	159
2021 Q2	$377K	Buy	2,688 +740	+38%	+$102K	0.07%	150
2021 Q1	$251K	Buy	1,948 +2	+0.1%	+$234	0.05%	153
2020 Q4	$224K	Hold	1,946	–	–	0.05%	155
2020 Q3	$220K	Sell	1,946 -75	-4%	-$8.29K	0.05%	137
2020 Q2	$214K	Sell	2,021 -903	-31%	-$91.2K	0.06%	126
2020 Q1	$271K	Sell	2,924 -250	-8%	-$28.7K	0.09%	110
2019 Q4	$362K	Hold	3,174	–	–	0.11%	98
2019 Q3	$365K	Hold	3,174	–	–	0.12%	88
2019 Q2	$366K	Hold	3,174	–	–	0.13%	86
2019 Q1	$330K	Hold	3,174	–	–	0.13%	90
2018 Q4	$282K	Buy	+3,174	New	+$285K	0.13%	81

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