IHT Wealth Management’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 | $2.04M | Buy |
8,928
+77
| +0.9% | +$17.6K | 0.06% | 314 |
|
2025
Q1 | $2.05M | Buy |
8,851
+115
| +1% | +$26.6K | 0.06% | 288 |
|
2024
Q4 | $1.76M | Sell |
8,736
-925
| -10% | -$187K | 0.06% | 304 |
|
2024
Q3 | $2.01M | Buy |
9,661
+857
| +10% | +$178K | 0.06% | 318 |
|
2024
Q2 | $1.88M | Buy |
8,804
+343
| +4% | +$73.2K | 0.07% | 267 |
|
2024
Q1 | $1.8M | Buy |
8,461
+193
| +2% | +$41.1K | 0.07% | 277 |
|
2023
Q4 | $1.48M | Buy |
8,268
+382
| +5% | +$68.4K | 0.07% | 289 |
|
2023
Q3 | $1.2M | Buy |
7,886
+442
| +6% | +$67.4K | 0.06% | 309 |
|
2023
Q2 | $1.29M | Buy |
7,444
+1,672
| +29% | +$290K | 0.07% | 277 |
|
2023
Q1 | $942K | Buy |
5,772
+415
| +8% | +$67.7K | 0.05% | 324 |
|
2022
Q4 | $840K | Buy |
5,357
+395
| +8% | +$62K | 0.05% | 341 |
|
2022
Q3 | $795K | Buy |
4,962
+782
| +19% | +$125K | 0.06% | 331 |
|
2022
Q2 | $639K | Buy |
4,180
+66
| +2% | +$10.1K | 0.06% | 324 |
|
2022
Q1 | $652K | Sell |
4,114
-941
| -19% | -$149K | 0.05% | 344 |
|
2021
Q4 | $844K | Sell |
5,055
-1
| -0% | -$167 | 0.06% | 301 |
|
2021
Q3 | $755K | Sell |
5,056
-259
| -5% | -$38.7K | 0.06% | 310 |
|
2021
Q2 | $745K | Sell |
5,315
-27
| -0.5% | -$3.79K | 0.05% | 399 |
|
2021
Q1 | $689K | Sell |
5,342
-7
| -0.1% | -$903 | 0.05% | 362 |
|
2020
Q4 | $631K | Buy |
5,349
+23
| +0.4% | +$2.71K | 0.05% | 339 |
|
2020
Q3 | $603K | Buy |
5,326
+387
| +8% | +$43.8K | 0.06% | 304 |
|
2020
Q2 | $523K | Sell |
4,939
-6,037
| -55% | -$639K | 0.07% | 278 |
|
2020
Q1 | $1.02M | Buy |
10,976
+675
| +7% | +$62.5K | 0.15% | 159 |
|
2019
Q4 | $1.17M | Buy |
10,301
+1,124
| +12% | +$128K | 0.14% | 169 |
|
2019
Q3 | $1.05M | Buy |
9,177
+1,789
| +24% | +$204K | 0.14% | 162 |
|
2019
Q2 | $855K | Buy |
7,388
+558
| +8% | +$64.6K | 0.12% | 192 |
|
2019
Q1 | $710K | Buy |
6,830
+2,067
| +43% | +$215K | 0.12% | 204 |
|
2018
Q4 | $424K | Buy |
4,763
+2,042
| +75% | +$182K | 0.08% | 269 |
|
2018
Q3 | $246K | Buy |
2,721
+219
| +9% | +$19.8K | 0.05% | 364 |
|
2018
Q2 | $204K | Buy |
2,502
+127
| +5% | +$10.4K | 0.05% | 384 |
|
2018
Q1 | $199K | Buy |
2,375
+5
| +0.2% | +$419 | 0.05% | 348 |
|
2017
Q4 | $209K | Buy |
2,370
+150
| +7% | +$13.2K | 0.06% | 339 |
|
2017
Q3 | $170K | Sell |
2,220
-94
| -4% | -$7.2K | 0.07% | 280 |
|
2017
Q2 | $835 | Buy |
2,314
+369
| +19% | +$133 | 0.4% | 59 |
|
2017
Q1 | $142K | Sell |
1,945
-54
| -3% | -$3.94K | 0.09% | 232 |
|
2016
Q4 | $141K | Buy |
+1,999
| New | +$141K | 0.11% | 215 |
|