IA
Insight Advisors’s Waste Management WM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $265K | Sell |
1,160
-6
| -0.5% | -$1.37K | 0.04% | 232 |
|
|
2025
Q1 | $270K | Buy |
1,166
+18
| +2% | +$4.17K | 0.05% | 233 |
|
|
2024
Q4 | $232K | Sell |
1,148
-299
| -21% | -$60.4K | 0.04% | 257 |
|
|
2024
Q3 | $300K | Buy |
1,447
+14
| +1% | +$2.91K | 0.05% | 223 |
|
|
2024
Q2 | $306K | Buy |
1,433
+1
| +0.1% | +$213 | 0.06% | 222 |
|
|
2024
Q1 | $305K | Buy |
1,432
+30
| +2% | +$6.4K | 0.06% | 224 |
|
|
2023
Q4 | $251K | Buy |
1,402
+3
| +0.2% | +$537 | 0.05% | 239 |
|
|
2023
Q3 | $213K | Buy |
1,399
+3
| +0.2% | +$457 | 0.05% | 254 |
|
|
2023
Q2 | $242K | Buy |
+1,396
| New | +$242K | 0.05% | 245 |
|
|
2023
Q1 | – | Sell |
-2,442
| Closed | -$383K | – | 330 |
|
|
2022
Q4 | $383K | Buy |
2,442
+200
| +9% | +$31.4K | 0.13% | 201 |
|
|
2022
Q3 | $359K | Sell |
2,242
-124
| -5% | -$19.9K | 0.14% | 186 |
|
|
2022
Q2 | $374K | Sell |
2,366
-688
| -23% | -$109K | 0.13% | 195 |
|
|
2022
Q1 | $484K | Buy |
3,054
+1,825
| +148% | +$289K | 0.15% | 179 |
|
|
2021
Q4 | $205K | Sell |
1,229
-24
| -2% | -$4K | 0.06% | 295 |
|
|
2021
Q3 | $201K | Buy |
+1,253
| New | +$201K | 0.06% | 297 |
|
|
2021
Q2 | – | Sell |
-3,373
| Closed | -$470K | – | 348 |
|
|
2021
Q1 | $470K | Buy |
+3,373
| New | +$470K | 0.15% | 171 |
|