IAG Wealth Partners’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 | $96.8K | Hold |
423
| – | – | 0.01% | 154 |
|
|
2025
Q1 | $97.9K | Hold |
423
| – | – | 0.02% | 147 |
|
|
2024
Q4 | $85.4K | Buy |
423
+22
| +5% | +$4.44K | 0.02% | 151 |
|
|
2024
Q3 | $83.2K | Hold |
401
| – | – | 0.02% | 148 |
|
|
2024
Q2 | $85.5K | Hold |
401
| – | – | 0.02% | 131 |
|
|
2024
Q1 | $85.5K | Buy |
401
+36
| +10% | +$7.67K | 0.02% | 130 |
|
|
2023
Q4 | $65.4K | Hold |
365
| – | – | 0.01% | 136 |
|
|
2023
Q3 | $55.6K | Hold |
365
| – | – | 0.02% | 142 |
|
|
2023
Q2 | $63.3K | Hold |
365
| – | – | 0.02% | 146 |
|
|
2023
Q1 | $59.6K | Hold |
365
| – | – | 0.02% | 134 |
|
|
2022
Q4 | $57.3K | Hold |
365
| – | – | 0.02% | 130 |
|
|
2022
Q3 | $58K | Buy |
365
+124
| +51% | +$19.7K | 0.02% | 112 |
|
|
2022
Q2 | $37K | Sell |
241
-25
| -9% | -$3.84K | 0.01% | 152 |
|
|
2022
Q1 | $42K | Buy |
266
+31
| +13% | +$4.9K | 0.01% | 156 |
|
|
2021
Q4 | $39K | Hold |
235
| – | – | 0.01% | 160 |
|
|
2021
Q3 | $36K | Hold |
235
| – | – | 0.01% | 150 |
|
|
2021
Q2 | $33K | Buy |
235
+10
| +4% | +$1.4K | 0.01% | 158 |
|
|
2021
Q1 | $30K | Hold |
225
| – | – | 0.01% | 154 |
|
|
2020
Q4 | $27K | Hold |
225
| – | – | 0.01% | 146 |
|
|
2020
Q3 | $26K | Hold |
225
| – | – | 0.01% | 146 |
|
|
2020
Q2 | $24K | Hold |
225
| – | – | 0.01% | 148 |
|
|
2020
Q1 | $21K | Hold |
225
| – | – | 0.01% | 147 |
|
|
2019
Q4 | $26K | Buy |
+225
| New | +$26K | 0.02% | 159 |
|