RFG Advisory’s Waste Management WM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $694K | Sell |
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|
2025
Q1 | $1.49M | Buy |
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|
2024
Q4 | $607K | Sell |
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|
2024
Q3 | $914K | Sell |
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|
2024
Q2 | $980K | Sell |
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|
2024
Q1 | $1.02M | Sell |
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|
2023
Q4 | $903K | Buy |
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|
2023
Q3 | $670K | Buy |
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|
2023
Q2 | $567K | Sell |
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|
2023
Q1 | $570K | Sell |
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|
2022
Q4 | $562K | Buy |
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|
2022
Q3 | $582K | Buy |
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|
2022
Q2 | $565K | Sell |
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|
2022
Q1 | $532K | Buy |
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|
2021
Q4 | $537K | Buy |
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|
2021
Q3 | $478K | Buy |
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|
2021
Q2 | $329K | Buy |
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|
2021
Q1 | $300K | Sell |
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|
2020
Q4 | $303K | Sell |
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|
2020
Q3 | $317K | Buy |
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|
2020
Q2 | $296K | Buy |
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|
2020
Q1 | $233K | Sell |
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|
2019
Q4 | $310K | Buy |
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|
2019
Q3 | $305K | Sell |
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|
2019
Q2 | $316K | Buy |
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|
2019
Q1 | $220K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $201K | Buy |
|