Sharp Financial Services’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	–	Sell	-1,000	Closed	-$232K	–	102
2025 Q1	$232K	Sell	1,000 -99	-9%	-$22.9K	0.18%	81
2024 Q4	$222K	Hold	1,099	–	–	0.17%	91
2024 Q3	$228K	Buy	1,099 +83	+8%	+$17.2K	0.18%	89
2024 Q2	$217K	Buy	+1,016	New	+$217K	0.19%	91