Sax Wealth Advisors’s Waste Management WM Stock Holding History

Sax 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	$230K	Sell
2025 Q2	$278K	Buy
2025 Q1	$237K	Buy
2024 Q4	–	Sell
2024 Q3	$267K	Buy
2024 Q2	$238K	Buy