Valued Wealth 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 | $83.1K | Buy |
363
+9
| +3% | +$2.06K | 0.04% | 61 |
|
2025
Q1 | $82K | Sell |
354
-11
| -3% | -$2.55K | 0.05% | 67 |
|
2024
Q4 | $73.7K | Buy |
365
+5
| +1% | +$1.01K | 0.05% | 66 |
|
2024
Q3 | $74.7K | Buy |
360
+6
| +2% | +$1.25K | 0.05% | 57 |
|
2024
Q2 | $75.6K | Buy |
354
+12
| +4% | +$2.56K | 0.05% | 55 |
|
2024
Q1 | $72.8K | Buy |
342
+11
| +3% | +$2.34K | 0.05% | 51 |
|
2023
Q4 | $50.5K | Buy |
+331
| New | +$50.5K | 0.05% | 46 |
|