United Advisor Group’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
$246K Buy
1,074
+66
+7% +$15.1K 0.04% 350
2025
Q1
$233K Sell
1,008
-808
-44% -$187K 0.05% 317
2024
Q4
$367K Buy
1,816
+618
+52% +$125K 0.07% 254
2024
Q3
$249K Buy
1,198
+259
+28% +$53.8K 0.06% 298
2024
Q2
$200K Buy
+939
New +$200K 0.06% 257