RDFA
Ritter Daniher Financial Advisory’s Waste Management WM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.4K | Sell |
54
-6
| -10% | -$1.37K | ﹤0.01% | 247 |
|
|
2025
Q1 | $13.9K | Hold |
60
| – | – | ﹤0.01% | 233 |
|
|
2024
Q4 | $12.1K | Hold |
60
| – | – | ﹤0.01% | 234 |
|
|
2024
Q3 | $12.5K | Hold |
60
| – | – | ﹤0.01% | 227 |
|
|
2024
Q2 | $12.8K | Sell |
60
-6
| -9% | -$1.28K | ﹤0.01% | 218 |
|
|
2024
Q1 | $14.1K | Hold |
66
| – | – | ﹤0.01% | 210 |
|
|
2023
Q4 | $11.8K | Hold |
66
| – | – | ﹤0.01% | 223 |
|
|
2023
Q3 | $10.1K | Hold |
66
| – | – | ﹤0.01% | 229 |
|
|
2023
Q2 | $11.4K | Hold |
66
| – | – | ﹤0.01% | 208 |
|
|
2023
Q1 | $10.8K | Sell |
66
-256
| -80% | -$41.8K | ﹤0.01% | 205 |
|
|
2022
Q4 | $50.5K | Buy |
322
+256
| +388% | +$40.2K | 0.02% | 145 |
|
|
2022
Q3 | $11K | Hold |
66
| – | – | 0.01% | 172 |
|
|
2022
Q2 | $10K | Hold |
66
| – | – | 0.01% | 173 |
|
|
2022
Q1 | $10K | Hold |
66
| – | – | 0.01% | 177 |
|
|
2021
Q4 | $11K | Buy |
+66
| New | +$11K | 0.01% | 162 |
|