UP Strategic Wealth Investment Advisors’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 | $322K | Sell |
1,407
-54
| -4% | -$12.4K | 0.25% | 59 |
|
|
2025
Q1 | $338K | Buy |
1,461
+43
| +3% | +$9.96K | 0.3% | 55 |
|
|
2024
Q4 | $286K | Buy |
1,418
+190
| +15% | +$38.3K | 0.29% | 59 |
|
|
2024
Q3 | $255K | Buy |
1,228
+99
| +9% | +$20.6K | 0.29% | 64 |
|
|
2024
Q2 | $241K | Hold |
1,129
| – | – | 0.36% | 51 |
|
|
2024
Q1 | $241K | Hold |
1,129
| – | – | 0.39% | 50 |
|
|
2023
Q4 | $202K | Buy |
+1,129
| New | +$202K | 0.37% | 54 |
|