IFG Advisory’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 | $325K | Buy |
1,420
+118
| +9% | +$27K | 0.02% | 585 |
|
|
2025
Q1 | $301K | Buy |
+1,302
| New | +$301K | 0.02% | 562 |
|
|
2022
Q3 | – | Sell |
-6,998
| Closed | -$1.07M | – | 537 |
|
|
2022
Q2 | $1.07M | Buy |
6,998
+586
| +9% | +$89.6K | 0.11% | 178 |
|
|
2022
Q1 | $1.02M | Buy |
+6,412
| New | +$1.02M | 0.1% | 204 |
|
|
2019
Q4 | – | Sell |
-5,001
| Closed | -$575K | – | 420 |
|
|
2019
Q3 | $575K | Sell |
5,001
-64
| -1% | -$7.36K | 0.11% | 207 |
|
|
2019
Q2 | $584K | Buy |
5,065
+219
| +5% | +$25.3K | 0.1% | 191 |
|
|
2019
Q1 | $503K | Buy |
4,846
+99
| +2% | +$10.3K | 0.1% | 197 |
|
|
2018
Q4 | $422K | Buy |
4,747
+293
| +7% | +$26K | 0.1% | 194 |
|
|
2018
Q3 | $402K | Buy |
4,454
+214
| +5% | +$19.3K | 0.08% | 244 |
|
|
2018
Q2 | $344K | Buy |
4,240
+194
| +5% | +$15.7K | 0.07% | 250 |
|
|
2018
Q1 | $340K | Buy |
4,046
+530
| +15% | +$44.5K | 0.08% | 247 |
|
|
2017
Q4 | $303K | Buy |
+3,516
| New | +$303K | 0.07% | 262 |
|