LAS
LWM Advisory Services’s Waste Management WM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $360K | Hold |
1,575
| – | – | 0.25% | 72 |
|
|
2025
Q1 | $365K | Buy |
1,575
+75
| +5% | +$17.4K | 0.25% | 74 |
|
|
2024
Q4 | $303K | Hold |
1,500
| – | – | 0.21% | 77 |
|
|
2024
Q3 | $311K | Hold |
1,500
| – | – | 0.23% | 77 |
|
|
2024
Q2 | $320K | Hold |
1,500
| – | – | 0.27% | 63 |
|
|
2024
Q1 | $320K | Hold |
1,500
| – | – | 0.26% | 71 |
|
|
2023
Q4 | $269K | Hold |
1,500
| – | – | 0.24% | 68 |
|
|
2023
Q3 | $229K | Hold |
1,500
| – | – | 0.25% | 68 |
|
|
2023
Q2 | $260K | Hold |
1,500
| – | – | 0.27% | 64 |
|
|
2023
Q1 | $245K | Hold |
1,500
| – | – | 0.26% | 69 |
|
|
2022
Q4 | $235K | Sell |
1,500
-466
| -24% | -$73.1K | 0.26% | 70 |
|
|
2022
Q3 | $315K | Buy |
1,966
+66
| +3% | +$10.6K | 0.36% | 79 |
|
|
2022
Q2 | $291K | Buy |
+1,900
| New | +$291K | 0.35% | 84 |
|