Sax Wealth 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 | $278K | Buy |
1,214
+190
| +19% | +$43.5K | 0.02% | 355 |
|
|
2025
Q1 | $237K | Buy |
+1,024
| New | +$237K | 0.02% | 326 |
|
|
2024
Q4 | – | Sell |
-1,287
| Closed | -$267K | – | 339 |
|
|
2024
Q3 | $267K | Buy |
1,287
+170
| +15% | +$35.3K | 0.02% | 234 |
|
|
2024
Q2 | $238K | Buy |
+1,117
| New | +$238K | 0.02% | 245 |
|