NFSG
Newbridge Financial Services Group’s Waste Management WM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $604K | Sell |
2,642
-31
| -1% | -$7.09K | 0.1% | 159 |
|
|
2025
Q1 | $619K | Sell |
2,673
-99
| -4% | -$22.9K | 0.15% | 105 |
|
|
2024
Q4 | $559K | Sell |
2,772
-215
| -7% | -$43.4K | 0.14% | 109 |
|
|
2024
Q3 | $620K | Buy |
2,987
+461
| +18% | +$95.7K | 0.22% | 85 |
|
|
2024
Q2 | $539K | Buy |
2,526
+1,943
| +333% | +$414K | 0.2% | 93 |
|
|
2024
Q1 | $124K | Sell |
583
-89
| -13% | -$19K | 0.05% | 259 |
|
|
2023
Q4 | $120K | Hold |
672
| – | – | 0.06% | 252 |
|
|
2023
Q3 | $102K | Hold |
672
| – | – | 0.05% | 292 |
|
|
2023
Q2 | $116K | Sell |
672
-1
| -0.1% | -$173 | 0.06% | 280 |
|
|
2023
Q1 | $110K | Sell |
673
-10
| -1% | -$1.63K | 0.06% | 304 |
|
|
2022
Q4 | $107K | Hold |
683
| – | – | 0.06% | 288 |
|
|
2022
Q3 | $109K | Buy |
683
+295
| +76% | +$47.1K | 0.06% | 283 |
|
|
2022
Q2 | $59K | Buy |
388
+59
| +18% | +$8.97K | 0.04% | 375 |
|
|
2022
Q1 | $52K | Sell |
329
-62
| -16% | -$9.8K | 0.03% | 468 |
|
|
2021
Q4 | $65K | Buy |
391
+21
| +6% | +$3.49K | 0.03% | 399 |
|
|
2021
Q3 | $55K | Hold |
370
| – | – | 0.03% | 389 |
|
|
2021
Q2 | $52K | Hold |
370
| – | – | 0.03% | 435 |
|
|
2021
Q1 | $48K | Sell |
370
-108
| -23% | -$14K | 0.04% | 409 |
|
|
2020
Q4 | $56K | Sell |
478
-391
| -45% | -$45.8K | 0.05% | 307 |
|
|
2020
Q3 | $98K | Buy |
+869
| New | +$98K | 0.1% | 197 |
|