Mowery & Schoenfeld Wealth Management’s Waste Management WM Stock Holding History

Mowery & Schoenfeld Wealth Management’s Portfolio WM Stock Details WM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$40.3K	Hold
2025 Q1	$40.7K	Sell
2024 Q4	$36.7K	Buy
2024 Q3	$27.4K	Hold
2024 Q2	$28.2K	Buy
2024 Q1	$214	Hold
2023 Q4	$180	Buy