Secured Retirement 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
Q1 | – | Sell |
-7,041
| Closed | -$1.42M | – | 171 |
|
|
2024
Q4 | $1.42M | Buy |
7,041
+526
| +8% | +$106K | 0.81% | 48 |
|
|
2024
Q3 | $1.35M | Buy |
6,515
+294
| +5% | +$61K | 0.97% | 42 |
|
|
2024
Q2 | $1.33M | Buy |
6,221
+549
| +10% | +$117K | 1.03% | 39 |
|
|
2024
Q1 | $1.21M | Buy |
5,672
+450
| +9% | +$95.9K | 1.02% | 39 |
|
|
2023
Q4 | $935K | Buy |
+5,222
| New | +$935K | 0.9% | 47 |
|