Smith Salley Wealth Management’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	-4,011	Closed	-$809K	–	264
2024 Q4	$809K	Sell	4,011 -376	-9%	-$75.9K	0.05%	153
2024 Q3	$911K	Buy	4,387 +79	+2%	+$16.4K	0.06%	147
2024 Q2	$919K	Buy	4,308 +90	+2%	+$19.2K	0.07%	144
2024 Q1	$899K	Buy	+4,218	New	+$899K	0.07%	135