Koa 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 | $865K | Sell |
3,781
-10
| -0.3% | -$2.29K | 0.69% | 36 |
|
|
2025
Q1 | $878K | Sell |
3,791
-40
| -1% | -$9.26K | 0.71% | 35 |
|
|
2024
Q4 | $773K | Sell |
3,831
-15
| -0.4% | -$3.03K | 0.63% | 36 |
|
|
2024
Q3 | $798K | Buy |
3,846
+2,871
| +294% | +$596K | 0.62% | 36 |
|
|
2024
Q2 | $208K | Hold |
975
| – | – | 0.18% | 47 |
|
|
2024
Q1 | $208K | Buy |
+975
| New | +$208K | 0.19% | 46 |
|