True Wealth Design’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
Q4 | $48.5K | Sell |
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|
2025
Q3 | $56.6K | Buy |
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|
2025
Q2 | $48.8K | Buy |
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|
2025
Q1 | $43.1K | Buy |
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|
2024
Q4 | $32.7K | Buy |
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|
2024
Q3 | $32.6K | Hold |
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|
2024
Q2 | $33.5K | Buy |
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|
2024
Q1 | $33K | Buy |
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|
2023
Q4 | $26.8K | Hold |
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|
2023
Q3 | $22.8K | Hold |
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|
2023
Q2 | $26K | Hold |
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|
2023
Q1 | $24.4K | Hold |
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|
2022
Q4 | $23.5K | Buy |
|