SWP
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Sagespring Wealth Partners’s Waste Management WM Stock Holding History

Sagespring Wealth Partners’s Portfolio WM Stock Details WM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.5M Sell
6,548
-147
-2% -$33.6K 0.03% 212
2025
Q1 		$1.55M Buy
6,695
+1,099
+20% +$254K 0.04% 184
2024
Q4 		$1.13M Buy
+5,596
New +$1.13M 0.03% 199