RFG - Bristol Wealth 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
$1.45M Buy
6,353
+1,306
+26% +$299K 0.45% 49
2025
Q1
$1.17M Buy
5,047
+1,158
+30% +$268K 0.39% 57
2024
Q4
$785K Buy
+3,889
New +$785K 0.26% 82