Monumental Financial Group’s Waste Management WM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$485K	Hold	2,334	–	–	0.18%	39
2024 Q2	$498K	Hold	2,334	–	–	0.22%	39
2024 Q1	$498K	Hold	2,334	–	–	0.26%	37
2023 Q4	$418K	Hold	2,334	–	–	0.25%	37
2023 Q3	$356K	Hold	2,334	–	–	0.24%	38
2023 Q2	$405K	Hold	2,334	–	–	0.27%	42
2023 Q1	$381K	Sell	2,334 -69	-3%	-$10.6K	0.27%	47
2022 Q4	$377K	Buy	2,403 +65	+3%	+$10.5K	0.3%	47
2022 Q3	$375K	Buy	2,338 +5	+0.2%	+$825	0.36%	25
2022 Q2	$357K	Buy	2,333 +10	+0.4%	+$1.57K	0.33%	33
2022 Q1	$368K	Buy	2,323 +234	+11%	+$35.5K	0.3%	20
2021 Q4	$349K	Buy	2,089 +7	+0.3%	+$1.13K	0.25%	20
2021 Q3	$311K	Buy	2,082 +8	+0.4%	+$1.2K	0.25%	20
2021 Q2	$291K	Sell	2,074 -306	-13%	-$42.3K	0.25%	20
2021 Q1	$307K	Buy	+2,380	New	+$278K	0.29%	47