IAA
Independent Advisor Alliance’s Waste Management WM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.8M | Sell |
51,779
-6,374
| -11% | -$1.46M | 0.34% | 47 |
|
|
2025
Q1 | $13.5M | Sell |
58,153
-4,803
| -8% | -$1.11M | 0.44% | 36 |
|
|
2024
Q4 | $12.7M | Buy |
62,956
+1,769
| +3% | +$357K | 0.17% | 133 |
|
|
2024
Q3 | $12.7M | Buy |
61,187
+10,906
| +22% | +$2.26M | 0.46% | 36 |
|
|
2024
Q2 | $10.7M | Sell |
50,281
-4,963
| -9% | -$1.06M | 0.37% | 45 |
|
|
2024
Q1 | $11.8M | Buy |
55,244
+819
| +2% | +$175K | 0.43% | 44 |
|
|
2023
Q4 | $9.75M | Sell |
54,425
-123
| -0.2% | -$22K | 0.35% | 53 |
|
|
2023
Q3 | $8.32M | Sell |
54,548
-2,326
| -4% | -$355K | 0.38% | 53 |
|
|
2023
Q2 | $9.86M | Sell |
56,874
-81
| -0.1% | -$14K | 0.43% | 48 |
|
|
2023
Q1 | $9.29M | Sell |
56,955
-5,974
| -9% | -$975K | 0.45% | 48 |
|
|
2022
Q4 | $9.87K | Sell |
62,929
-549
| -0.9% | -$86 | ﹤0.01% | 169 |
|
|
2022
Q3 | $10.2M | Sell |
63,478
-2,287
| -3% | -$366K | 0.59% | 38 |
|
|
2022
Q2 | $10.1M | Sell |
65,765
-541
| -0.8% | -$82.8K | 0.56% | 42 |
|
|
2022
Q1 | $10.5M | Sell |
66,306
-1,364
| -2% | -$216K | 0.51% | 50 |
|
|
2021
Q4 | $11.3M | Sell |
67,670
-51
| -0.1% | -$8.51K | 0.56% | 45 |
|
|
2021
Q3 | $10.1M | Buy |
67,721
+2,624
| +4% | +$392K | 0.56% | 41 |
|
|
2021
Q2 | $9.12M | Sell |
65,097
-12,439
| -16% | -$1.74M | 0.5% | 45 |
|
|
2021
Q1 | $10M | Buy |
77,536
+12,565
| +19% | +$1.62M | 0.59% | 42 |
|
|
2020
Q4 | $7.66M | Sell |
64,971
-336
| -0.5% | -$39.6K | 0.52% | 46 |
|
|
2020
Q3 | $7.39M | Buy |
65,307
+46,992
| +257% | +$5.32M | 0.56% | 46 |
|
|
2020
Q2 | $1.94M | Sell |
18,315
-2,141
| -10% | -$227K | 0.21% | 97 |
|
|
2020
Q1 | $1.89M | Sell |
20,456
-14,174
| -41% | -$1.31M | 0.28% | 72 |
|
|
2019
Q4 | $3.95M | Buy |
34,630
+689
| +2% | +$78.5K | 0.17% | 129 |
|
|
2019
Q3 | $3.88M | Buy |
33,941
+1,425
| +4% | +$163K | 0.47% | 43 |
|
|
2019
Q2 | $3.23M | Buy |
32,516
+4,413
| +16% | +$439K | 0.47% | 44 |
|
|
2019
Q1 | $2.92M | Buy |
28,103
+10,912
| +63% | +$1.13M | 0.41% | 57 |
|
|
2018
Q4 | $1.53M | Buy |
17,191
+73
| +0.4% | +$6.5K | 0.27% | 84 |
|
|
2018
Q3 | $1.4M | Buy |
17,118
+2,531
| +17% | +$207K | 0.25% | 86 |
|
|
2018
Q2 | $1.05M | Buy |
14,587
+3,022
| +26% | +$216K | 0.22% | 108 |
|
|
2018
Q1 | $967K | Sell |
11,565
-637
| -5% | -$53.3K | 0.22% | 109 |
|
|
2017
Q4 | $1.07M | Buy |
12,202
+920
| +8% | +$81K | 0.24% | 101 |
|
|
2017
Q3 | $866K | Buy |
11,282
+2,675
| +31% | +$205K | 0.24% | 106 |
|
|
2017
Q2 | $637K | Buy |
8,607
+751
| +10% | +$55.6K | 0.2% | 118 |
|
|
2017
Q1 | $576K | Buy |
7,856
+807
| +11% | +$59.2K | 0.09% | 219 |
|
|
2016
Q4 | $491K | Buy |
+7,049
| New | +$491K | 0.21% | 111 |
|