Syntegra Private Wealth 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
2026 Q1	$509K	Sell	2,213 -3	-0.1%	-$689	0.05%	108
2025 Q4	$487K	Buy	2,216 +52	+2%	+$11.1K	0.04%	111
2025 Q3	$478K	Sell	2,164 -127	-6%	-$28.6K	0.05%	110
2025 Q2	$524K	Buy	2,291 +44	+2%	+$10.2K	0.05%	91
2025 Q1	$520K	Buy	2,247 +30	+1%	+$6.64K	0.06%	78
2024 Q4	$447K	Sell	2,217 -51	-2%	-$11K	0.05%	90
2024 Q3	$471K	Sell	2,268 -30	-1%	-$6.26K	0.05%	83
2024 Q2	$490K	Buy	2,298 +30	+1%	+$6.24K	0.06%	72
2024 Q1	$483K	Hold	2,268	–	–	0.06%	72
2023 Q4	$406K	Sell	2,268 -125	-5%	-$21K	0.06%	79
2023 Q3	$365K	Sell	2,393 -116	-5%	-$18.8K	0.06%	84
2023 Q2	$435K	Buy	2,509 +291	+13%	+$48.1K	0.07%	79
2023 Q1	$362K	Buy	2,218 +60	+3%	+$9.19K	0.06%	88
2022 Q4	$339K	Buy	+2,158	New	+$347K	0.07%	79