West Financial Advisors, LLC
- SEC CIK
- 0001843684
- Latest filing
- Jul 8, 2026
WM holding history
Waste Management Inc in every 13F filed by West Financial Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
WM overviewAll 13F holders of WMFull Q2 2026 holdings
- Shares (Q2 2025)
- 0
- Sold out in Q2 2025
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 5
- Since Q2 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2025 | 0 | $0 | 0.0% | −67−100.0% | Sold out | Holders |
| Q1 2025 | 67 | $15.5K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2024 | 67 | $13.5K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2024 | 67 | $13.9K | <0.1% | +67 | New | Holders |
| Q4 2023 | 0 | $0 | 0.0% | −20−100.0% | Sold out | Holders |
| Q3 2023 | 20 | $3.05K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2023 | 20 | $3.47K | <0.1% | +20 | New | Holders |