IAM Advisory’s Waste Management WM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.56M | Buy |
11,468
+141
| +1% | +$31.4K | 0.5% | 31 |
|
|
2026
Q1 | $2.6M | Buy |
11,327
+1
| +0% | +$230 | 0.58% | 30 |
|
|
2025
Q4 | $2.49M | Buy |
11,326
+72
| +0.6% | +$15.3K | 0.55% | 26 |
|
|
2025
Q3 | $2.49M | Buy |
11,254
+156
| +1% | +$35.1K | 0.56% | 26 |
|
|
2025
Q2 | $2.54M | Buy |
11,098
+7
| +0.1% | +$1.62K | 0.61% | 23 |
|
|
2025
Q1 | $2.57M | Sell |
11,091
-224
| -2% | -$49.6K | 0.67% | 23 |
|
|
2024
Q4 | $2.28M | Buy |
11,315
+100
| +0.9% | +$21.5K | 0.58% | 29 |
|
|
2024
Q3 | $2.33M | Sell |
11,215
-101
| -0.9% | -$21.1K | 0.59% | 25 |
|
|
2024
Q2 | $2.41M | Buy |
11,316
+8
| +0.1% | +$1.66K | 0.65% | 22 |
|
|
2024
Q1 | $2.41M | Buy |
11,308
+207
| +2% | +$40.7K | 0.66% | 23 |
|
|
2023
Q4 | $1.99M | Buy |
11,101
+287
| +3% | +$48.1K | 0.62% | 22 |
|
|
2023
Q3 | $1.65M | Buy |
10,814
+249
| +2% | +$40.3K | 0.58% | 26 |
|
|
2023
Q2 | $1.83M | Buy |
10,565
+461
| +5% | +$76.2K | 0.63% | 19 |
|
|
2023
Q1 | $1.65M | Buy |
10,104
+415
| +4% | +$63.6K | 0.57% | 20 |
|
|
2022
Q4 | $1.52M | Buy |
9,689
+275
| +3% | +$44.3K | 0.56% | 24 |
|
|
2022
Q3 | $1.51M | Buy |
9,414
+422
| +5% | +$69.7K | 0.64% | 21 |
|
|
2022
Q2 | $1.38M | Buy |
8,992
+288
| +3% | +$45.1K | 0.57% | 22 |
|
|
2022
Q1 | $1.38M | Buy |
8,704
+188
| +2% | +$28.5K | 0.56% | 25 |
|
|
2021
Q4 | $1.36M | Buy |
8,516
+509
| +6% | +$81.8K | 0.54% | 26 |
|
|
2021
Q3 | $1.23M | Buy |
+8,007
| New | +$1.2M | 0.52% | 28 |
|
|
2021
Q2 | – | Sell |
-7,673
| Closed | -$1.08M | – | 104 |
|
|
2021
Q1 | $1.08M | Buy |
7,673
+355
| +5% | +$41.5K | 0.47% | 30 |
|
|
2020
Q4 | $821K | Buy |
+7,318
| New | +$853K | 0.41% | 37 |
|
Other funds holding WM
CF
PNC
EB
BWP
QPBE