Naviter Wealth’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
$559K Sell
2,445
-175
-7% -$40K 0.07% 188
2025
Q1
$597K Buy
2,620
+5
+0.2% +$1.14K 0.07% 197
2024
Q4
$528K Buy
+2,615
New +$528K 0.06% 201