IWS
Insight Wealth Strategies’s Waste Management WM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.42M | Sell |
10,588
-1,067
| -9% | -$244K | 0.31% | 87 |
|
|
2025
Q1 | $2.7M | Buy |
11,655
+44
| +0.4% | +$10.2K | 0.36% | 77 |
|
|
2024
Q4 | $2.34M | Buy |
11,611
+362
| +3% | +$73K | 0.31% | 84 |
|
|
2024
Q3 | $2.34M | Buy |
11,249
+232
| +2% | +$48.2K | 0.31% | 86 |
|
|
2024
Q2 | $2.35M | Buy |
11,017
+171
| +2% | +$36.5K | 0.33% | 72 |
|
|
2024
Q1 | $2.31M | Sell |
10,846
-1,397
| -11% | -$298K | 0.34% | 62 |
|
|
2023
Q4 | $2.19M | Buy |
12,243
+381
| +3% | +$68.2K | 0.35% | 53 |
|
|
2023
Q3 | $1.81M | Buy |
11,862
+977
| +9% | +$149K | 0.35% | 53 |
|
|
2023
Q2 | $1.89M | Sell |
10,885
-84
| -0.8% | -$14.6K | 0.36% | 48 |
|
|
2023
Q1 | $1.79M | Buy |
10,969
+109
| +1% | +$17.8K | 0.35% | 48 |
|
|
2022
Q4 | $1.7M | Sell |
10,860
-1,705
| -14% | -$267K | 0.33% | 51 |
|
|
2022
Q3 | $1.92M | Hold |
12,565
| – | – | 0.36% | 37 |
|
|
2022
Q2 | $1.92M | Buy |
12,565
+531
| +4% | +$81.2K | 0.36% | 37 |
|
|
2022
Q1 | $1.91M | Buy |
12,034
+1,484
| +14% | +$235K | 0.28% | 50 |
|
|
2021
Q4 | $1.76M | Buy |
10,550
+636
| +6% | +$106K | 0.25% | 59 |
|
|
2021
Q3 | $1.48M | Buy |
9,914
+56
| +0.6% | +$8.37K | 0.21% | 71 |
|
|
2021
Q2 | $1.38M | Buy |
9,858
+177
| +2% | +$24.8K | 0.2% | 69 |
|
|
2021
Q1 | $1.25M | Buy |
9,681
+5,229
| +117% | +$675K | 0.17% | 85 |
|
|
2020
Q4 | $525K | Buy |
4,452
+295
| +7% | +$34.8K | 0.09% | 112 |
|
|
2020
Q3 | $470K | Buy |
4,157
+372
| +10% | +$42.1K | 0.09% | 104 |
|
|
2020
Q2 | $401K | Buy |
+3,785
| New | +$401K | 0.09% | 101 |
|
|
2020
Q1 | – | Sell |
-4,411
| Closed | -$503K | – | 198 |
|
|
2019
Q4 | $503K | Sell |
4,411
-28
| -0.6% | -$3.19K | 0.11% | 122 |
|
|
2019
Q3 | $510K | Buy |
4,439
+297
| +7% | +$34.1K | 0.12% | 113 |
|
|
2019
Q2 | $478K | Buy |
4,142
+28
| +0.7% | +$3.23K | 0.12% | 107 |
|
|
2019
Q1 | $427K | Buy |
+4,114
| New | +$427K | 0.12% | 105 |
|