Insigneo Advisory Services’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 | $733K | Sell |
3,203
-1,665
| -34% | -$381K | 0.06% | 240 |
|
|
2025
Q1 | $1.13M | Buy |
4,868
+1,364
| +39% | +$316K | 0.12% | 158 |
|
|
2024
Q4 | $707K | Sell |
3,504
-87
| -2% | -$17.6K | 0.07% | 220 |
|
|
2024
Q3 | $745K | Buy |
3,591
+230
| +7% | +$47.7K | 0.08% | 222 |
|
|
2024
Q2 | $677K | Buy |
3,361
+391
| +13% | +$78.8K | 0.08% | 228 |
|
|
2024
Q1 | $633K | Buy |
2,970
+470
| +19% | +$100K | 0.08% | 220 |
|
|
2023
Q4 | $448K | Buy |
2,500
+223
| +10% | +$39.9K | 0.06% | 258 |
|
|
2023
Q3 | $347K | Buy |
2,277
+188
| +9% | +$28.7K | 0.07% | 256 |
|
|
2023
Q2 | $362K | Buy |
+2,089
| New | +$362K | 0.07% | 246 |
|
|
2023
Q1 | – | Sell |
-1,973
| Closed | -$310K | – | 298 |
|
|
2022
Q4 | $310K | Buy |
+1,973
| New | +$310K | 0.12% | 185 |
|