Premier Path Wealth Partners’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 | $278K | Buy |
1,214
+143
| +13% | +$32.7K | 0.04% | 335 |
|
|
2025
Q1 | $248K | Buy |
1,071
+53
| +5% | +$12.3K | 0.04% | 333 |
|
|
2024
Q4 | $205K | Buy |
1,018
+5
| +0.5% | +$1.01K | 0.03% | 362 |
|
|
2024
Q3 | $210K | Sell |
1,013
-36
| -3% | -$7.48K | 0.03% | 346 |
|
|
2024
Q2 | $224K | Buy |
1,049
+3
| +0.3% | +$640 | 0.04% | 341 |
|
|
2024
Q1 | $223K | Buy |
+1,046
| New | +$223K | 0.04% | 314 |
|