Richardson Financial Services’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 | $40.5K | Buy |
177
+3
| +2% | +$686 | 0.03% | 272 |
|
|
2025
Q1 | $40.3K | Hold |
174
| – | – | 0.03% | 258 |
|
|
2024
Q4 | $35.2K | Buy |
174
+69
| +66% | +$14K | 0.02% | 285 |
|
|
2024
Q3 | $22.4K | Hold |
105
| – | – | 0.01% | 332 |
|
|
2024
Q2 | $22.4K | Sell |
105
-29
| -22% | -$6.19K | 0.02% | 312 |
|
|
2024
Q1 | $28.6K | Buy |
134
+1
| +0.8% | +$213 | 0.02% | 306 |
|
|
2023
Q4 | $23.8K | Buy |
+133
| New | +$23.8K | 0.02% | 267 |
|