Quantum Financial Advisors’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 | $272K | Hold |
1,190
| – | – | 0.04% | 144 |
|
|
2025
Q1 | $275K | Sell |
1,190
-2
| -0.2% | -$463 | 0.04% | 130 |
|
|
2024
Q4 | $240K | Hold |
1,192
| – | – | 0.04% | 158 |
|
|
2024
Q3 | $247K | Hold |
1,192
| – | – | 0.04% | 147 |
|
|
2024
Q2 | $254K | Hold |
1,192
| – | – | 0.04% | 136 |
|
|
2024
Q1 | $254K | Buy |
+1,192
| New | +$254K | 0.05% | 139 |
|