UW
Unique Wealth’s Waste Management WM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.57M | Buy |
6,862
+46
| +0.7% | +$10.5K | 0.25% | 73 |
|
|
2025
Q1 | $1.58M | Buy |
6,816
+8
| +0.1% | +$1.85K | 0.3% | 66 |
|
|
2024
Q4 | $1.37M | Sell |
6,808
-10
| -0.1% | -$2.02K | 0.29% | 62 |
|
|
2024
Q3 | $1.42M | Sell |
6,818
-4
| -0.1% | -$830 | 0.32% | 53 |
|
|
2024
Q2 | $1.46M | Buy |
6,822
+9
| +0.1% | +$1.92K | 0.38% | 40 |
|
|
2024
Q1 | $1.45M | Buy |
6,813
+525
| +8% | +$112K | 0.41% | 35 |
|
|
2023
Q4 | $1.13M | Buy |
6,288
+34
| +0.5% | +$6.09K | 0.36% | 30 |
|
|
2023
Q3 | $953K | Hold |
6,254
| – | – | 0.4% | 29 |
|
|
2023
Q2 | $1.08M | Buy |
6,254
+1,642
| +36% | +$285K | 0.47% | 22 |
|
|
2023
Q1 | $753K | Sell |
4,612
-5
| -0.1% | -$816 | 0.36% | 24 |
|
|
2022
Q4 | $724K | Buy |
+4,617
| New | +$724K | 0.39% | 25 |
|