AIFAIM
American Institute for Advanced Investment Management’s Waste Management WM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $515K | Buy |
2,250
+125
| +6% | +$28.6K | 0.36% | 73 |
|
|
2025
Q1 | $492K | Buy |
2,125
+165
| +8% | +$38.2K | 0.38% | 74 |
|
|
2024
Q4 | $396K | Sell |
1,960
-180
| -8% | -$36.3K | 0.29% | 84 |
|
|
2024
Q3 | $444K | Sell |
2,140
-5
| -0.2% | -$1.04K | 0.32% | 85 |
|
|
2024
Q2 | $458K | Buy |
2,145
+105
| +5% | +$22.4K | 0.35% | 73 |
|
|
2024
Q1 | $435K | Buy |
2,040
+375
| +23% | +$79.9K | 0.34% | 79 |
|
|
2023
Q4 | $298K | Sell |
1,665
-152
| -8% | -$27.2K | 0.26% | 93 |
|
|
2023
Q3 | $284K | Buy |
1,817
+17
| +0.9% | +$2.66K | 0.26% | 92 |
|
|
2023
Q2 | $312K | Buy |
+1,800
| New | +$312K | 0.27% | 90 |
|
|
2023
Q1 | – | Sell |
-1,800
| Closed | -$282K | – | 114 |
|
|
2022
Q4 | $282K | Buy |
1,800
+200
| +13% | +$31.4K | 0.26% | 89 |
|
|
2022
Q3 | $256K | Hold |
1,600
| – | – | 0.24% | 88 |
|
|
2022
Q2 | $245K | Sell |
1,600
-125
| -7% | -$19.1K | 0.21% | 95 |
|
|
2022
Q1 | $273K | Hold |
1,725
| – | – | 0.2% | 99 |
|
|
2021
Q4 | $288K | Sell |
1,725
-50
| -3% | -$8.35K | 0.19% | 99 |
|
|
2021
Q3 | $265K | Hold |
1,775
| – | – | 0.19% | 104 |
|
|
2021
Q2 | $249K | Hold |
1,775
| – | – | 0.18% | 106 |
|
|
2021
Q1 | $229K | Hold |
1,775
| – | – | 0.17% | 103 |
|
|
2020
Q4 | $209K | Hold |
1,775
| – | – | 0.17% | 99 |
|
|
2020
Q3 | $201K | Sell |
1,775
-310
| -15% | -$35.1K | 0.18% | 95 |
|
|
2020
Q2 | $221K | Buy |
+2,085
| New | +$221K | 0.21% | 87 |
|