Wetzel Investment 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 | $369K | Sell |
1,611
-56
| -3% | -$12.8K | 0.17% | 80 |
|
|
2025
Q1 | $386K | Hold |
1,667
| – | – | 0.19% | 78 |
|
|
2024
Q4 | $336K | Buy |
1,667
+59
| +4% | +$11.9K | 0.17% | 85 |
|
|
2024
Q3 | $334K | Buy |
1,608
+210
| +15% | +$43.6K | 0.17% | 89 |
|
|
2024
Q2 | $298K | Sell |
1,398
-176
| -11% | -$37.5K | 0.17% | 91 |
|
|
2024
Q1 | $323K | Sell |
1,574
-5
| -0.3% | -$1.03K | 0.19% | 81 |
|
|
2023
Q4 | $283K | Buy |
+1,579
| New | +$283K | 0.17% | 87 |
|