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Vertex Planning Partners’s Waste Management WM Stock Holding History

Vertex Planning Partners’s Portfolio WM Stock Details WM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$246K Buy
1,077
+8
+0.7% +$1.83K 0.05% 165
2025
Q1 		$248K Buy
1,069
+16
+2% +$3.71K 0.05% 158
2024
Q4 		$213K Buy
+1,053
New +$213K 0.05% 178