IWA
Inspirion Wealth Advisors’s Waste Management WM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $392K | Buy |
1,713
+6
| +0.4% | +$1.37K | 0.05% | 110 |
|
|
2025
Q1 | $395K | Sell |
1,707
-1,638
| -49% | -$379K | 0.05% | 108 |
|
|
2024
Q4 | $680K | Hold |
3,345
| – | – | 0.1% | 81 |
|
|
2024
Q3 | $694K | Hold |
3,345
| – | – | 0.1% | 81 |
|
|
2024
Q2 | $714K | Sell |
3,345
-1,056
| -24% | -$225K | 0.11% | 71 |
|
|
2024
Q1 | $938K | Buy |
4,401
+1
| +0% | +$213 | 0.16% | 60 |
|
|
2023
Q4 | $790K | Buy |
4,400
+115
| +3% | +$20.7K | 0.14% | 66 |
|
|
2023
Q3 | $653K | Hold |
4,285
| – | – | 0.13% | 70 |
|
|
2023
Q2 | $743K | Sell |
4,285
-153
| -3% | -$26.5K | 0.14% | 66 |
|
|
2023
Q1 | $724K | Buy |
4,438
+3,062
| +223% | +$500K | 0.15% | 65 |
|
|
2022
Q4 | $216K | Hold |
1,376
| – | – | 0.05% | 119 |
|
|
2022
Q3 | $220K | Hold |
1,376
| – | – | 0.05% | 109 |
|
|
2022
Q2 | $211K | Sell |
1,376
-100
| -7% | -$15.3K | 0.05% | 112 |
|
|
2022
Q1 | $234K | Buy |
1,476
+108
| +8% | +$17.1K | 0.05% | 96 |
|
|
2021
Q4 | $228K | Sell |
1,368
-100
| -7% | -$16.7K | 0.05% | 94 |
|
|
2021
Q3 | $219K | Hold |
1,468
| – | – | 0.05% | 84 |
|
|
2021
Q2 | $206K | Buy |
+1,468
| New | +$206K | 0.05% | 83 |
|
|
2021
Q1 | – | Sell |
-1,694
| Closed | -$200K | – | 88 |
|
|
2020
Q4 | $200K | Buy |
+1,694
| New | +$200K | 0.06% | 81 |
|
|
2020
Q1 | – | Sell |
-1,774
| Closed | -$202K | – | 81 |
|
|
2019
Q4 | $202K | Hold |
1,774
| – | – | 0.07% | 75 |
|
|
2019
Q3 | $204K | Hold |
1,774
| – | – | 0.09% | 71 |
|
|
2019
Q2 | $205K | Buy |
+1,774
| New | +$205K | 0.09% | 70 |
|