Secure Asset Management’s Waste Management WM Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.01M	Sell	4,414 -146	-3%	-$33.4K	0.19%	128
2025 Q1	$1.06M	Buy	4,560 +733	+19%	+$170K	0.21%	117
2024 Q4	$772K	Buy	3,827 +2,040	+114%	+$412K	0.12%	153
2024 Q3	$371K	Buy	+1,787	New	+$371K	0.06%	215