SGL Investment 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
$677K Buy
3,012
+36
+1% +$8.1K 0.32% 64
2025
Q1
$694K Sell
2,976
-43
-1% -$10K 0.36% 58
2024
Q4
$687K Buy
3,019
+28
+0.9% +$6.37K 0.35% 58
2024
Q3
$663K Buy
+2,991
New +$663K 0.34% 63