Lakeshore Financial Planning’s Waste Management WM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $466K | Sell |
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|
2025
Q4 | $446K | Buy |
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|
2025
Q3 | $435K | Buy |
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|
2025
Q2 | $451K | Buy |
|
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|
2025
Q1 | $456K | Hold |
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|
2024
Q4 | $397K | Buy |
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|
2024
Q3 | $377K | Hold |
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|
2024
Q2 | $388K | Hold |
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|
2024
Q1 | $387K | Sell |
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|
2023
Q4 | $326K | Buy |
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|
2023
Q3 | $277K | Buy |
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