Successful Portfolios’s Waste Management WM Stock Holding History

Successful Portfolios’s Portfolio WM Stock Details WM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$510K	Sell	2,197 -75	-3%	-$16.7K	0.24%	83
2026 Q1	$522K	Sell	2,272 -1,016	-31%	-$233K	0.29%	72
2025 Q4	$726K	Buy	3,288 +726	+28%	+$155K	0.37%	64
2025 Q3	$566K	Sell	2,562 -296	-10%	-$66.7K	0.33%	65
2025 Q2	$654K	Sell	2,858 -9	-0.3%	-$2.09K	0.4%	54
2025 Q1	$664K	Hold	2,867	–	–	0.45%	51
2024 Q4	$578K	Sell	2,867 -3	-0.1%	-$644	0.39%	55
2024 Q3	$596K	Sell	2,870 -115	-4%	-$24K	0.4%	55
2024 Q2	$637K	Sell	2,985 -379	-11%	-$78.8K	0.44%	51
2024 Q1	$717K	Sell	3,364 -42	-1%	-$8.25K	0.49%	48
2023 Q4	$610K	Sell	3,406 -18	-0.5%	-$3.02K	0.46%	54
2023 Q3	$522K	Buy	3,424 +2	+0.1%	+$324	0.46%	53
2023 Q2	$593K	Sell	3,422 -91	-3%	-$15K	0.51%	47
2023 Q1	$573K	Sell	3,513 -2	-0.1%	-$306	0.36%	64
2022 Q4	$551K	Sell	3,515 -3	-0.1%	-$483	0.36%	68
2022 Q3	$564K	Sell	3,518 -20	-0.6%	-$3.3K	0.41%	61
2022 Q2	$541K	Sell	3,538 -3	-0.1%	-$470	0.36%	70
2022 Q1	$561K	Hold	3,541	–	–	0.32%	81
2021 Q4	$591K	Hold	3,541	–	–	0.32%	79
2021 Q3	$529K	Sell	3,541 -22	-0.6%	-$3.29K	0.32%	81
2021 Q2	$499K	Hold	3,563	–	–	0.3%	88
2021 Q1	$460K	Sell	3,563 -10	-0.3%	-$1.17K	0.3%	93
2020 Q4	$421K	Sell	3,573 -56	-2%	-$6.53K	0.3%	91
2020 Q3	$411K	Sell	3,629 -20	-0.5%	-$2.21K	0.33%	84
2020 Q2	$386K	Buy	3,649 +17	+0.5%	+$1.72K	0.34%	85
2020 Q1	$336K	Sell	3,632 -70	-2%	-$8.03K	0.34%	86
2019 Q4	$422K	Sell	3,702 -44	-1%	-$4.97K	0.38%	72
2019 Q3	$431K	Sell	3,746 -3	-0.1%	-$350	0.41%	69
2019 Q2	$433K	Sell	3,749 -48	-1%	-$5.21K	0.46%	66
2019 Q1	$395K	Sell	3,797 -8	-0.2%	-$781	0.43%	70
2018 Q4	$339K	Sell	3,805 -51	-1%	-$4.58K	0.43%	73
2018 Q3	$348K	Sell	3,856 -216	-5%	-$19.2K	0.38%	83
2018 Q2	$331K	Sell	4,072 -95	-2%	-$7.87K	0.39%	85
2018 Q1	$351K	Sell	4,167 -350	-8%	-$30K	0.43%	76
2017 Q4	$390K	Buy	+4,517	New	+$368K	0.48%	69

Other funds holding WM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Ninety One (UK)

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return

Quintet Private Bank (Europe) Luxembourg $1.6B AUM 23.66% 1-Year Est. Return