Marshall & Sterling Wealth Advisors’s Waste Management WM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$559K Sell
2,451
-36
-1% -$8.21K 0.38% 49
2025
Q1
$575K Buy
2,487
+34
+1% +$7.87K 0.39% 49
2024
Q4
$495K Buy
+2,453
New +$495K 0.34% 55