Advisory Resource Group’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 | $388K | Buy |
1,693
+1
| +0.1% | +$229 | 0.07% | 137 |
|
|
2025
Q1 | $392K | Buy |
1,692
+2
| +0.1% | +$463 | 0.08% | 137 |
|
|
2024
Q4 | $341K | Buy |
1,690
+1
| +0.1% | +$202 | 0.07% | 134 |
|
|
2024
Q3 | $351K | Sell |
1,689
-85
| -5% | -$17.6K | 0.07% | 131 |
|
|
2024
Q2 | $379K | Buy |
1,774
+1
| +0.1% | +$213 | 0.09% | 123 |
|
|
2024
Q1 | $378K | Buy |
1,773
+2
| +0.1% | +$426 | 0.09% | 126 |
|
|
2023
Q4 | $317K | Buy |
1,771
+2
| +0.1% | +$358 | 0.08% | 129 |
|
|
2023
Q3 | $270K | Buy |
1,769
+1
| +0.1% | +$152 | 0.07% | 135 |
|
|
2023
Q2 | $307K | Buy |
1,768
+2
| +0.1% | +$347 | 0.08% | 127 |
|
|
2023
Q1 | $288K | Buy |
1,766
+2
| +0.1% | +$326 | 0.08% | 130 |
|
|
2022
Q4 | $277K | Buy |
1,764
+2
| +0.1% | +$314 | 0.08% | 131 |
|
|
2022
Q3 | $282K | Buy |
1,762
+2
| +0.1% | +$320 | 0.09% | 108 |
|
|
2022
Q2 | $269K | Buy |
1,760
+1
| +0.1% | +$153 | 0.09% | 107 |
|
|
2022
Q1 | $279K | Buy |
1,759
+2
| +0.1% | +$317 | 0.09% | 116 |
|
|
2021
Q4 | $264K | Buy |
1,757
+1
| +0.1% | +$150 | 0.09% | 119 |
|
|
2021
Q3 | $262K | Hold |
1,756
| – | – | 0.1% | 113 |
|
|
2021
Q2 | $246K | Sell |
1,756
-572
| -25% | -$80.1K | 0.1% | 117 |
|
|
2021
Q1 | $300K | Buy |
2,328
+1
| +0% | +$129 | 0.14% | 79 |
|
|
2020
Q4 | $274K | Buy |
2,327
+255
| +12% | +$30K | 0.14% | 77 |
|
|
2020
Q3 | $234K | Buy |
2,072
+39
| +2% | +$4.4K | 0.14% | 81 |
|
|
2020
Q2 | $215K | Buy |
+2,033
| New | +$215K | 0.13% | 81 |
|
|
2020
Q1 | – | Sell |
-5,581
| Closed | -$636K | – | 79 |
|
|
2019
Q4 | $636K | Buy |
5,581
+3,752
| +205% | +$428K | 0.36% | 44 |
|
|
2019
Q3 | $210K | Sell |
1,829
-34
| -2% | -$3.9K | 0.11% | 73 |
|
|
2019
Q2 | $215K | Buy |
1,863
+1
| +0.1% | +$115 | 0.12% | 67 |
|
|
2019
Q1 | $201K | Sell |
1,862
-602
| -24% | -$65K | 0.11% | 72 |
|
|
2018
Q4 | $219K | Buy |
+2,464
| New | +$219K | 0.13% | 57 |
|