Legacy Financial Group (Iowa)’s Waste Management WM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.85M | Buy |
8,066
+394
| +5% | +$90.2K | 0.26% | 47 |
|
|
2025
Q1 | $1.78M | Sell |
7,672
-1,122
| -13% | -$260K | 0.27% | 44 |
|
|
2024
Q4 | $1.77M | Buy |
+8,794
| New | +$1.77M | 0.29% | 42 |
|
|
2024
Q3 | – | Sell |
-8,852
| Closed | -$1.89M | – | 106 |
|
|
2024
Q2 | $1.89M | Sell |
8,852
-30
| -0.3% | -$6.4K | 0.37% | 43 |
|
|
2024
Q1 | $1.89M | Buy |
+8,882
| New | +$1.89M | 0.38% | 40 |
|
|
2023
Q4 | – | Sell |
-8,762
| Closed | -$1.34M | – | 516 |
|
|
2023
Q3 | $1.34M | Buy |
+8,762
| New | +$1.34M | 0.31% | 43 |
|