Synergy Financial Group’s Waste Management WM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$441K Sell
2025
Q1
$457K Sell
2024
Q4
$401K Buy
2024
Q3
$399K Sell
2024
Q2
$412K Buy
2024
Q1
$412K Sell
2023
Q4
$449K Buy
2023
Q3
$381K Buy
2023
Q2
$340K Hold
2023
Q1
$320K Sell
2022
Q4
$358K Sell
2022
Q3
$481K Sell
2022
Q2
$466K Sell
2022
Q1
$539K Hold
2021
Q4
$568K Buy