West 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 | – | Sell |
-67
| Closed | -$15.5K | – | 214 |
|
|
2025
Q1 | $15.5K | Hold |
67
| – | – | ﹤0.01% | 137 |
|
|
2024
Q4 | $13.5K | Hold |
67
| – | – | ﹤0.01% | 141 |
|
|
2024
Q3 | $13.9K | Buy |
+67
| New | +$13.9K | ﹤0.01% | 141 |
|
|
2023
Q4 | – | Sell |
-20
| Closed | -$3.05K | – | 208 |
|
|
2023
Q3 | $3.05K | Hold |
20
| – | – | ﹤0.01% | 167 |
|
|
2023
Q2 | $3.47K | Buy |
+20
| New | +$3.47K | ﹤0.01% | 146 |
|