Regent Peak Wealth Advisors’s Waste Management WM Stock Holding History

Regent Peak Wealth Advisors’s Portfolio WM Stock Details WM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$257K	Buy
2025 Q1	$268K	Sell
2024 Q4	$238K	Buy
2024 Q3	$242K	Buy
2024 Q2	$248K	Buy
2024 Q1	$238K	Sell
2023 Q4	$202K	Buy
2021 Q1	–	Sell
2020 Q4	$117K	Buy