River 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 | $5.79M | Buy |
25,317
+1,447
| +6% | +$331K | 0.72% | 39 |
|
|
2025
Q1 | $5.53M | Buy |
23,870
+1,300
| +6% | +$301K | 0.77% | 36 |
|
|
2024
Q4 | $4.55M | Buy |
22,570
+2,717
| +14% | +$548K | 0.6% | 45 |
|
|
2024
Q3 | $4.12M | Buy |
19,853
+1,424
| +8% | +$296K | 0.55% | 50 |
|
|
2024
Q2 | $3.93M | Buy |
18,429
+1,213
| +7% | +$259K | 0.56% | 50 |
|
|
2024
Q1 | $3.67M | Buy |
17,216
+2,171
| +14% | +$463K | 0.53% | 54 |
|
|
2023
Q4 | $2.69M | Buy |
15,045
+1,142
| +8% | +$205K | 0.43% | 66 |
|
|
2023
Q3 | $2.12M | Buy |
13,903
+678
| +5% | +$103K | 0.38% | 71 |
|
|
2023
Q2 | $2.29M | Buy |
13,225
+1,261
| +11% | +$219K | 0.39% | 73 |
|
|
2023
Q1 | $1.95M | Buy |
11,964
+3,493
| +41% | +$570K | 0.36% | 79 |
|
|
2022
Q4 | $1.33M | Buy |
8,471
+1,239
| +17% | +$194K | 0.26% | 92 |
|
|
2022
Q3 | $1.16M | Sell |
7,232
-512
| -7% | -$82.1K | 0.25% | 93 |
|
|
2022
Q2 | $1.19M | Sell |
7,744
-189
| -2% | -$28.9K | 0.22% | 102 |
|
|
2022
Q1 | $1.26M | Buy |
7,933
+984
| +14% | +$156K | 0.2% | 104 |
|
|
2021
Q4 | $1.16M | Buy |
6,949
+604
| +10% | +$101K | 0.18% | 110 |
|
|
2021
Q3 | $948K | Buy |
6,345
+1,004
| +19% | +$150K | 0.16% | 113 |
|
|
2021
Q2 | $748K | Buy |
5,341
+190
| +4% | +$26.6K | 0.13% | 125 |
|
|
2021
Q1 | $665K | Buy |
5,151
+829
| +19% | +$107K | 0.12% | 130 |
|
|
2020
Q4 | $510K | Buy |
4,322
+852
| +25% | +$101K | 0.11% | 138 |
|
|
2020
Q3 | $393K | Buy |
3,470
+843
| +32% | +$95.5K | 0.1% | 147 |
|
|
2020
Q2 | $278K | Buy |
+2,627
| New | +$278K | 0.08% | 156 |
|
|
2019
Q1 | – | Sell |
-417
| Closed | -$37K | – | 512 |
|
|
2018
Q4 | $37K | Hold |
417
| – | – | 0.02% | 273 |
|
|
2018
Q3 | $38K | Hold |
417
| – | – | 0.01% | 310 |
|
|
2018
Q2 | $34K | Buy |
+417
| New | +$34K | 0.01% | 305 |
|