MSWM
Mowery & Schoenfeld Wealth Management’s Waste Management WM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $40.3K | Hold |
176
| – | – | 0.06% | 123 |
|
|
2025
Q1 | $40.7K | Sell |
176
-6
| -3% | -$1.39K | 0.08% | 146 |
|
|
2024
Q4 | $36.7K | Buy |
182
+50
| +38% | +$10.1K | 0.07% | 131 |
|
|
2024
Q3 | $27.4K | Hold |
132
| – | – | 0.04% | 133 |
|
|
2024
Q2 | $28.2K | Buy |
132
+131
| +13,100% | +$27.9K | 0.04% | 130 |
|
|
2024
Q1 | $214 | Hold |
1
| – | – | ﹤0.01% | 160 |
|
|
2023
Q4 | $180 | Buy |
+1
| New | +$180 | ﹤0.01% | 167 |
|