Independent Solutions 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 | $444K | Buy |
1,939
+91
| +5% | +$20.8K | 0.09% | 130 |
|
|
2025
Q1 | $428K | Sell |
1,848
-8
| -0.4% | -$1.85K | 0.1% | 129 |
|
|
2024
Q4 | $375K | Sell |
1,856
-96
| -5% | -$19.4K | 0.08% | 130 |
|
|
2024
Q3 | $405K | Sell |
1,952
-144
| -7% | -$29.9K | 0.09% | 125 |
|
|
2024
Q2 | $447K | Sell |
2,096
-7
| -0.3% | -$1.49K | 0.1% | 124 |
|
|
2024
Q1 | $448K | Sell |
2,103
-300
| -12% | -$64K | 0.11% | 130 |
|
|
2023
Q4 | $430K | Sell |
2,403
-411
| -15% | -$73.6K | 0.11% | 129 |
|
|
2023
Q3 | $429K | Hold |
2,814
| – | – | 0.11% | 134 |
|
|
2023
Q2 | $488K | Sell |
2,814
-15
| -0.5% | -$2.6K | 0.12% | 127 |
|
|
2023
Q1 | $462K | Sell |
2,829
-322
| -10% | -$52.5K | 0.14% | 125 |
|
|
2022
Q4 | $494K | Sell |
3,151
-408
| -11% | -$64K | 0.15% | 123 |
|
|
2022
Q3 | $570K | Sell |
3,559
-27
| -0.8% | -$4.33K | 0.19% | 103 |
|
|
2022
Q2 | $549K | Sell |
3,586
-1,028
| -22% | -$157K | 0.17% | 111 |
|
|
2022
Q1 | $731K | Sell |
4,614
-173
| -4% | -$27.4K | 0.17% | 102 |
|
|
2021
Q4 | $799K | Buy |
4,787
+53
| +1% | +$8.85K | 0.19% | 106 |
|
|
2021
Q3 | $707K | Sell |
4,734
-566
| -11% | -$84.5K | 0.18% | 110 |
|
|
2021
Q2 | $743K | Sell |
5,300
-242
| -4% | -$33.9K | 0.18% | 108 |
|
|
2021
Q1 | $715K | Sell |
5,542
-287
| -5% | -$37K | 0.2% | 97 |
|
|
2020
Q4 | $687K | Sell |
5,829
-375
| -6% | -$44.2K | 0.21% | 91 |
|
|
2020
Q3 | $702K | Sell |
6,204
-1,700
| -22% | -$192K | 0.27% | 77 |
|
|
2020
Q2 | $837K | Buy |
7,904
+316
| +4% | +$33.5K | 0.36% | 58 |
|
|
2020
Q1 | $702K | Sell |
7,588
-174
| -2% | -$16.1K | 0.39% | 52 |
|
|
2019
Q4 | $885K | Buy |
+7,762
| New | +$885K | 0.39% | 49 |
|