Resurgent Financial Advisors’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 | $209K | Buy |
915
+26
| +3% | +$5.95K | 0.12% | 179 |
|
|
2025
Q1 | $206K | Buy |
+889
| New | +$206K | 0.12% | 175 |
|
|
2024
Q1 | – | Sell |
-907
| Closed | -$162K | – | 483 |
|
|
2023
Q4 | $162K | Buy |
907
+2
| +0.2% | +$358 | 0.1% | 186 |
|
|
2023
Q3 | $138K | Sell |
905
-189
| -17% | -$28.8K | 0.09% | 188 |
|
|
2023
Q2 | $190K | Sell |
1,094
-1
| -0.1% | -$173 | 0.13% | 152 |
|
|
2023
Q1 | $179K | Sell |
1,095
-213
| -16% | -$34.8K | 0.12% | 160 |
|
|
2022
Q4 | $205K | Sell |
1,308
-45
| -3% | -$7.06K | 0.11% | 196 |
|
|
2022
Q3 | $217K | Hold |
1,353
| – | – | 0.15% | 173 |
|
|
2022
Q2 | $207K | Buy |
+1,353
| New | +$207K | 0.13% | 170 |
|