MWA
Monograph Wealth Advisors’s Waste Management WM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.65M | Buy |
11,562
+8
| +0.1% | +$1.83K | 0.33% | 33 |
|
|
2025
Q1 | $2.67M | Sell |
11,554
-1,475
| -11% | -$341K | 0.36% | 31 |
|
|
2024
Q4 | $2.63M | Sell |
13,029
-420
| -3% | -$84.8K | 0.35% | 32 |
|
|
2024
Q3 | $2.79M | Sell |
13,449
-100
| -0.7% | -$20.8K | 0.36% | 28 |
|
|
2024
Q2 | $2.89M | Sell |
13,549
-1,428
| -10% | -$305K | 0.42% | 30 |
|
|
2024
Q1 | $3.19M | Buy |
+14,977
| New | +$3.19M | 0.47% | 25 |
|