Phillips Wealth Planners’s Republic Services RSG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $619K | Sell |
2,587
-224
| -8% | -$53.6K | 0.56% | 58 |
|
|
2025
Q1 | $686K | Sell |
2,811
-44
| -2% | -$10.7K | 0.72% | 40 |
|
|
2024
Q4 | $589K | Buy |
2,855
+36
| +1% | +$7.43K | 0.59% | 53 |
|
|
2024
Q3 | $579K | Sell |
2,819
-164
| -5% | -$33.7K | 0.56% | 54 |
|
|
2024
Q2 | $587K | Sell |
2,983
-195
| -6% | -$38.4K | 0.62% | 47 |
|
|
2024
Q1 | $596K | Sell |
3,178
-129
| -4% | -$24.2K | 0.69% | 37 |
|
|
2023
Q4 | $555K | Sell |
3,307
-26
| -0.8% | -$4.36K | 0.67% | 42 |
|
|
2023
Q3 | $486K | Buy |
3,333
+160
| +5% | +$23.3K | 0.66% | 50 |
|
|
2023
Q2 | $486K | Buy |
3,173
+95
| +3% | +$14.6K | 0.64% | 54 |
|
|
2023
Q1 | $446K | Buy |
3,078
+98
| +3% | +$14.2K | 0.59% | 55 |
|
|
2022
Q4 | $376K | Buy |
+2,980
| New | +$376K | 0.66% | 54 |
|