PWA
Primoris Wealth Advisors’s Waste Management WM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $552K | Sell |
2,414
-225
| -9% | -$51.5K | 0.38% | 54 |
|
|
2025
Q1 | $611K | Sell |
2,639
-34
| -1% | -$7.87K | 0.47% | 49 |
|
|
2024
Q4 | $539K | Hold |
2,673
| – | – | 0.41% | 55 |
|
|
2024
Q3 | $555K | Sell |
2,673
-25
| -0.9% | -$5.19K | 0.4% | 62 |
|
|
2024
Q2 | $576K | Hold |
2,698
| – | – | 0.46% | 60 |
|
|
2024
Q1 | $575K | Sell |
2,698
-110
| -4% | -$23.4K | 0.46% | 57 |
|
|
2023
Q4 | $498K | Hold |
2,808
| – | – | 0.47% | 54 |
|
|
2023
Q3 | $428K | Sell |
2,808
-100
| -3% | -$15.2K | 0.52% | 46 |
|
|
2023
Q2 | $504K | Hold |
2,908
| – | – | 0.55% | 40 |
|
|
2023
Q1 | $475K | Hold |
2,908
| – | – | 0.58% | 41 |
|
|
2022
Q4 | $456K | Hold |
2,908
| – | – | 0.7% | 38 |
|
|
2022
Q3 | $465K | Sell |
2,908
-20
| -0.7% | -$3.2K | 0.83% | 33 |
|
|
2022
Q2 | $446K | Buy |
2,928
+20
| +0.7% | +$3.05K | 0.64% | 39 |
|
|
2022
Q1 | $465K | Hold |
2,908
| – | – | 0.43% | 45 |
|
|
2021
Q4 | $488K | Buy |
+2,908
| New | +$488K | 0.39% | 56 |
|