Synergy Asset 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	-54	Closed	-$11.1K	–	865
2024 Q4	$11.1K	Buy	+54	New	+$11.1K	﹤0.01%	450
2023 Q2	–	Sell	-33,107	Closed	-$5.4M	–	137
2023 Q1	$5.4M	Sell	33,107 -1,919	-5%	-$313K	1.29%	23
2022 Q4	$5.49M	Buy	+35,026	New	+$5.49M	1.41%	25