MinichMacGregor Wealth Management’s Waste Management WM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-977	Closed	-$224K	–	154
2025 Q2	$224K	Buy	977 +20	+2%	+$4.64K	0.05%	112
2025 Q1	$222K	Buy	+957	New	+$212K	0.05%	119
2024 Q4	–	Sell	-981	Closed	-$204K	–	128
2024 Q3	$204K	Hold	981	–	–	0.04%	114
2024 Q2	$209K	Buy	+981	New	+$204K	0.05%	99
2023 Q1	–	Sell	-1,008	Closed	-$158K	–	660
2022 Q4	$158K	Buy	+1,008	New	+$162K	0.06%	93
2018 Q4	–	Sell	-302	Closed	-$27K	–	532
2018 Q3	$27K	Sell	302 -24	-7%	-$2.13K	0.02%	184
2018 Q2	$26K	Hold	326	–	–	0.02%	180
2018 Q1	$27K	Buy	326 +152	+87%	+$13K	0.02%	173
2017 Q4	$15K	Buy	174 +4	+2%	+$326	0.01%	248
2017 Q3	$13K	Sell	170 -3	-2%	-$228	0.01%	246
2017 Q2	$12K	Hold	173	–	–	0.01%	249
2017 Q1	$12K	Sell	173 -1	-0.6%	-$71	0.01%	251
2016 Q4	$12K	Buy	174 +1	+0.6%	+$67	0.01%	246
2016 Q3	$11K	Hold	173	–	–	0.01%	255
2016 Q2	$11K	Hold	173	–	–	0.01%	249
2016 Q1	$10K	Sell	173 -152	-47%	-$8.39K	0.01%	258
2015 Q4	$16K	Buy	+325	New	+$17.3K	0.01%	182