Websterrogers Financial 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 | $229K | Hold |
1,000
| – | – | 0.07% | 78 |
|
|
2025
Q1 | $232K | Hold |
1,000
| – | – | 0.08% | 74 |
|
|
2024
Q4 | $202K | Hold |
1,000
| – | – | 0.07% | 81 |
|
|
2024
Q3 | $208K | Sell |
1,000
-18
| -2% | -$3.74K | 0.07% | 68 |
|
|
2024
Q2 | $217K | Buy |
1,018
+18
| +2% | +$3.84K | 0.08% | 65 |
|
|
2024
Q1 | $213K | Buy |
+1,000
| New | +$213K | 0.08% | 73 |
|