LFA
Legacy Financial Advisors’s Waste Management WM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $381K | Sell |
1,666
-16
| -1% | -$3.66K | 0.06% | 235 |
|
|
2025
Q1 | $389K | Buy |
1,682
+105
| +7% | +$24.3K | 0.07% | 243 |
|
|
2024
Q4 | $318K | Sell |
1,577
-124
| -7% | -$25K | 0.05% | 266 |
|
|
2024
Q3 | $353K | Sell |
1,701
-8
| -0.5% | -$1.66K | 0.06% | 250 |
|
|
2024
Q2 | $365K | Buy |
1,709
+27
| +2% | +$5.76K | 0.06% | 223 |
|
|
2024
Q1 | $359K | Buy |
1,682
+3
| +0.2% | +$639 | 0.06% | 218 |
|
|
2023
Q4 | $301K | Buy |
1,679
+180
| +12% | +$32.2K | 0.06% | 230 |
|
|
2023
Q3 | $229K | Buy |
1,499
+210
| +16% | +$32K | 0.05% | 234 |
|
|
2023
Q2 | $224K | Sell |
1,289
-94
| -7% | -$16.3K | 0.04% | 231 |
|
|
2023
Q1 | $226K | Sell |
1,383
-2
| -0.1% | -$326 | 0.05% | 226 |
|
|
2022
Q4 | $217K | Sell |
1,385
-197
| -12% | -$30.9K | 0.05% | 221 |
|
|
2022
Q3 | $253K | Buy |
1,582
+228
| +17% | +$36.5K | 0.06% | 183 |
|
|
2022
Q2 | $207K | Buy |
+1,354
| New | +$207K | 0.05% | 205 |
|
|
2022
Q1 | – | Sell |
-1,218
| Closed | -$203K | – | 253 |
|
|
2021
Q4 | $203K | Buy |
+1,218
| New | +$203K | 0.05% | 200 |
|
|
2019
Q2 | – | Sell |
-686
| Closed | -$71K | – | 907 |
|
|
2019
Q1 | $71K | Buy |
686
+205
| +43% | +$21.2K | 0.02% | 221 |
|
|
2018
Q4 | $43K | Buy |
481
+191
| +66% | +$17.1K | 0.02% | 268 |
|
|
2018
Q3 | $26K | Hold |
290
| – | – | 0.01% | 337 |
|
|
2018
Q2 | $24K | Sell |
290
-86
| -23% | -$7.12K | 0.01% | 352 |
|
|
2018
Q1 | $31K | Buy |
376
+86
| +30% | +$7.09K | 0.01% | 302 |
|
|
2017
Q4 | $25K | Buy |
+290
| New | +$25K | 0.01% | 338 |
|