SAI
Savvy Advisors Inc’s Waste Management WM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.56M | Buy |
6,828
+927
| +16% | +$212K | 0.1% | 146 |
|
|
2025
Q1 | $1.37M | Buy |
5,901
+522
| +10% | +$121K | 0.14% | 125 |
|
|
2024
Q4 | $1.09M | Buy |
5,379
+2,002
| +59% | +$404K | 0.13% | 133 |
|
|
2024
Q3 | $701K | Buy |
3,377
+753
| +29% | +$156K | 0.14% | 146 |
|
|
2024
Q2 | $560K | Buy |
2,624
+1,070
| +69% | +$228K | 0.18% | 128 |
|
|
2024
Q1 | $331K | Sell |
1,554
-253
| -14% | -$53.9K | 0.19% | 151 |
|
|
2023
Q4 | $324K | Buy |
+1,807
| New | +$324K | 0.31% | 98 |
|