Advisor Resource Council’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 |
-1,657
| Closed | -$384K | – | 588 |
|
|
2025
Q1 | $384K | Buy |
+1,657
| New | +$384K | 0.03% | 413 |
|
|
2024
Q1 | – | Sell |
-1,749
| Closed | -$313K | – | 531 |
|
|
2023
Q4 | $313K | Buy |
+1,749
| New | +$313K | 0.04% | 334 |
|
|
2022
Q3 | – | Sell |
-3,486
| Closed | -$533K | – | 509 |
|
|
2022
Q2 | $533K | Buy |
3,486
+1,925
| +123% | +$294K | 0.05% | 276 |
|
|
2022
Q1 | $247K | Sell |
1,561
-1,780
| -53% | -$282K | 0.07% | 170 |
|
|
2021
Q4 | $558K | Buy |
3,341
+1,755
| +111% | +$293K | 0.04% | 311 |
|
|
2021
Q3 | $237K | Sell |
1,586
-1,380
| -47% | -$206K | 0.07% | 194 |
|
|
2021
Q2 | $415K | Buy |
+2,966
| New | +$415K | 0.04% | 336 |
|