Patten & Patten’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
$227K Sell
991
-80
-7% -$18.3K 0.01% 297
2025
Q1
$248K Buy
1,071
+1
+0.1% +$232 0.02% 285
2024
Q4
$216K Buy
1,070
+58
+6% +$11.7K 0.01% 300
2024
Q3
$210K Buy
1,012
+20
+2% +$4.15K 0.01% 301
2024
Q2
$212K Buy
992
+1
+0.1% +$213 0.01% 292
2024
Q1
$211K Buy
+991
New +$211K 0.02% 292