Kozak & Associates’s Waste Management WM Stock Holding History

Kozak & Associates’s Portfolio WM Stock Details WM Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$895K	Hold
2025 Q3	$843K	Hold
2025 Q2	$915K	Buy
2025 Q1	$26K	Hold
2024 Q4	$22.6K	Buy
2024 Q3	$11.1K	Buy