Trivium Point Advisory’s Waste Management WM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$247K Buy
1,079
+9
+0.8% +$2.06K 0.03% 307
2025
Q1
$248K Sell
1,070
-33
-3% -$7.64K 0.03% 303
2024
Q4
$223K Buy
1,103
+81
+8% +$16.3K 0.03% 321
2024
Q3
$231K Buy
1,022
+50
+5% +$11.3K 0.03% 310
2024
Q2
$207K Buy
+972
New +$207K 0.03% 295