XY Planning Network’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	$437K	Buy	+1,910	New	+$437K	0.15%	117
2025 Q1	–	Sell	-1,428	Closed	-$288K	–	118
2024 Q4	$288K	Buy	+1,428	New	+$288K	0.22%	76