Independent Solutions Wealth Management’s Waste Management WM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $428K | Hold |
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|
2025
Q2 | $444K | Buy |
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|
2025
Q1 | $428K | Sell |
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|
2024
Q4 | $375K | Sell |
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|
2024
Q3 | $405K | Sell |
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|
2024
Q2 | $447K | Sell |
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|
2024
Q1 | $448K | Sell |
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|
2023
Q4 | $430K | Sell |
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|
2023
Q3 | $429K | Hold |
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|
2023
Q2 | $488K | Sell |
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|
2023
Q1 | $462K | Sell |
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|
2022
Q4 | $494K | Sell |
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|
2022
Q3 | $570K | Sell |
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|
2022
Q2 | $549K | Sell |
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|
2022
Q1 | $731K | Sell |
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|
2021
Q4 | $799K | Buy |
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|
2021
Q3 | $707K | Sell |
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|
2021
Q2 | $743K | Sell |
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|
2021
Q1 | $715K | Sell |
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|
2020
Q4 | $687K | Sell |
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|
2020
Q3 | $702K | Sell |
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|
2020
Q2 | $837K | Buy |
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|
2020
Q1 | $702K | Sell |
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|
2019
Q4 | $885K | Buy |
|