Guardian Wealth Advisors (North Carolina)’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 | $714K | Sell |
3,121
-469
| -13% | -$107K | 0.05% | 168 |
|
|
2025
Q1 | $831K | Sell |
3,590
-39
| -1% | -$9.03K | 0.07% | 142 |
|
|
2024
Q4 | $732K | Buy |
3,629
+122
| +3% | +$24.6K | 0.06% | 156 |
|
|
2024
Q3 | $728K | Sell |
3,507
-49
| -1% | -$10.2K | 0.08% | 130 |
|
|
2024
Q2 | $759K | Sell |
3,556
-10
| -0.3% | -$2.13K | 0.09% | 119 |
|
|
2024
Q1 | $760K | Buy |
3,566
+571
| +19% | +$122K | 0.09% | 119 |
|
|
2023
Q4 | $536K | Buy |
2,995
+41
| +1% | +$7.34K | 0.08% | 128 |
|
|
2023
Q3 | $450K | Sell |
2,954
-143
| -5% | -$21.8K | 0.08% | 132 |
|
|
2023
Q2 | $537K | Buy |
3,097
+109
| +4% | +$18.9K | 0.09% | 114 |
|
|
2023
Q1 | $488K | Buy |
2,988
+228
| +8% | +$37.2K | 0.09% | 121 |
|
|
2022
Q4 | $433K | Buy |
2,760
+1
| +0% | +$157 | 0.08% | 125 |
|
|
2022
Q3 | $442K | Buy |
2,759
+1
| +0% | +$160 | 0.08% | 114 |
|
|
2022
Q2 | $422K | Buy |
2,758
+1,276
| +86% | +$195K | 0.08% | 121 |
|
|
2022
Q1 | $235K | Sell |
1,482
-1,733
| -54% | -$275K | 0.1% | 148 |
|
|
2021
Q4 | $537K | Buy |
+3,215
| New | +$537K | 0.23% | 83 |
|