Modern Wealth Management’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 | $605K | Buy |
2,643
+511
| +24% | +$117K | 0.02% | 437 |
|
|
2025
Q1 | $494K | Buy |
2,132
+469
| +28% | +$109K | 0.02% | 425 |
|
|
2024
Q4 | $336K | Buy |
1,663
+13
| +0.8% | +$2.62K | 0.01% | 432 |
|
|
2024
Q3 | $343K | Buy |
1,650
+373
| +29% | +$77.4K | 0.02% | 317 |
|
|
2024
Q2 | $273K | Buy |
1,277
+134
| +12% | +$28.6K | 0.02% | 327 |
|
|
2024
Q1 | $244K | Buy |
+1,143
| New | +$244K | 0.02% | 267 |
|