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