Richwood Investment 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 | $744K | Sell |
3,250
-105
| -3% | -$24K | 0.61% | 38 |
|
|
2025
Q1 | $777K | Sell |
3,355
-103
| -3% | -$23.8K | 0.66% | 38 |
|
|
2024
Q4 | $698K | Hold |
3,458
| – | – | 0.58% | 40 |
|
|
2024
Q3 | $718K | Sell |
3,458
-155
| -4% | -$32.2K | 0.59% | 41 |
|
|
2024
Q2 | $771K | Sell |
3,613
-24
| -0.7% | -$5.12K | 0.68% | 36 |
|
|
2024
Q1 | $775K | Sell |
3,637
-1
| -0% | -$213 | 0.69% | 36 |
|
|
2023
Q4 | $651K | Sell |
3,638
-115
| -3% | -$20.6K | 0.61% | 42 |
|
|
2023
Q3 | $572K | Sell |
3,753
-50
| -1% | -$7.62K | 0.58% | 46 |
|
|
2023
Q2 | $659K | Buy |
3,803
+31
| +0.8% | +$5.38K | 0.64% | 40 |
|
|
2023
Q1 | $616K | Sell |
3,772
-1
| -0% | -$163 | 0.61% | 41 |
|
|
2022
Q4 | $592K | Buy |
3,773
+1
| +0% | +$157 | 0.6% | 43 |
|
|
2022
Q3 | $604K | Sell |
3,772
-190
| -5% | -$30.4K | 0.66% | 38 |
|
|
2022
Q2 | $606K | Sell |
3,962
-213
| -5% | -$32.6K | 0.61% | 42 |
|
|
2022
Q1 | $662K | Buy |
4,175
+585
| +16% | +$92.8K | 0.59% | 44 |
|
|
2021
Q4 | $599K | Buy |
+3,590
| New | +$599K | 0.52% | 49 |
|