OWM
OneAscent Wealth Management’s Waste Management WM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,078
| Closed | -$224K | – | 190 |
|
|
2024
Q3 | $224K | Sell |
1,078
-771
| -42% | -$160K | 0.09% | 165 |
|
|
2024
Q2 | $394K | Buy |
+1,849
| New | +$394K | 0.2% | 46 |
|
|
2023
Q1 | – | Sell |
-2,626
| Closed | -$412K | – | 194 |
|
|
2022
Q4 | $412K | Buy |
2,626
+6
| +0.2% | +$941 | 0.19% | 65 |
|
|
2022
Q3 | $420K | Buy |
2,620
+401
| +18% | +$64.3K | 0.22% | 52 |
|
|
2022
Q2 | $339K | Buy |
+2,219
| New | +$339K | 0.17% | 96 |
|