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Whipplewood Advisors’s Waste Management WM Stock Holding History

Whipplewood Advisors’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 		$12.4K Buy
54
+50
+1,250% +$11.4K 0.01% 529
2025
Q1 		$12.5K Sell
4
-50
-93% -$156K 0.01% 524
2024
Q4 		$10.9K Buy
+54
New +$10.9K 0.01% 546