LWAM
Legacy Wealth Asset Management’s Waste Management WM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $671K | Hold |
2,932
| – | – | 0.17% | 183 |
|
|
2025
Q1 | $679K | Sell |
2,932
-20
| -0.7% | -$4.63K | 0.19% | 167 |
|
|
2024
Q4 | $596K | Sell |
2,952
-34
| -1% | -$6.86K | 0.16% | 201 |
|
|
2024
Q3 | $620K | Buy |
2,986
+2
| +0.1% | +$415 | 0.17% | 201 |
|
|
2024
Q2 | $637K | Buy |
2,984
+20
| +0.7% | +$4.27K | 0.18% | 176 |
|
|
2024
Q1 | $632K | Buy |
2,964
+13
| +0.4% | +$2.77K | 0.18% | 177 |
|
|
2023
Q4 | $529K | Buy |
2,951
+4
| +0.1% | +$716 | 0.17% | 209 |
|
|
2023
Q3 | $449K | Buy |
2,947
+33
| +1% | +$5.03K | 0.16% | 223 |
|
|
2023
Q2 | $505K | Buy |
2,914
+16
| +0.6% | +$2.78K | 0.18% | 200 |
|
|
2023
Q1 | $473K | Buy |
2,898
+19
| +0.7% | +$3.1K | 0.17% | 202 |
|
|
2022
Q4 | $452K | Buy |
2,879
+43
| +2% | +$6.75K | 0.17% | 207 |
|
|
2022
Q3 | $454K | Buy |
+2,836
| New | +$454K | 0.2% | 177 |
|