IFWM
Institute for Wealth Management’s Waste Connections WCN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $251K | Sell |
1,346
-45
| -3% | -$8.4K | 0.03% | 481 |
|
|
2025
Q1 | $272K | Hold |
1,391
| – | – | 0.03% | 438 |
|
|
2024
Q4 | $239K | Sell |
1,391
-17
| -1% | -$2.92K | 0.03% | 450 |
|
|
2024
Q3 | $252K | Hold |
1,408
| – | – | 0.03% | 458 |
|
|
2024
Q2 | $247K | Hold |
1,408
| – | – | 0.03% | 436 |
|
|
2024
Q1 | $242K | Sell |
1,408
-36
| -2% | -$6.19K | 0.03% | 434 |
|
|
2023
Q4 | $216K | Buy |
+1,444
| New | +$216K | 0.04% | 443 |
|
|
2023
Q3 | – | Sell |
-1,548
| Closed | -$221K | – | 471 |
|
|
2023
Q2 | $221K | Hold |
1,548
| – | – | 0.04% | 415 |
|
|
2023
Q1 | $215K | Sell |
1,548
-273
| -15% | -$38K | 0.04% | 412 |
|
|
2022
Q4 | $241K | Hold |
1,821
| – | – | 0.05% | 385 |
|
|
2022
Q3 | $246K | Hold |
1,821
| – | – | 0.06% | 375 |
|
|
2022
Q2 | $226K | Hold |
1,821
| – | – | 0.04% | 464 |
|
|
2022
Q1 | $254K | Hold |
1,821
| – | – | 0.04% | 460 |
|
|
2021
Q4 | $248K | Hold |
1,821
| – | – | 0.04% | 419 |
|
|
2021
Q3 | $229K | Hold |
1,821
| – | – | 0.04% | 434 |
|
|
2021
Q2 | $217K | Sell |
1,821
-269
| -13% | -$32.1K | 0.04% | 446 |
|
|
2021
Q1 | $226K | Sell |
2,090
-103
| -5% | -$11.1K | 0.04% | 414 |
|
|
2020
Q4 | $225K | Sell |
2,193
-116
| -5% | -$11.9K | 0.04% | 401 |
|
|
2020
Q3 | $240K | Hold |
2,309
| – | – | 0.05% | 362 |
|
|
2020
Q2 | $217K | Buy |
+2,309
| New | +$217K | 0.05% | 384 |
|
|
2020
Q1 | – | Sell |
-2,309
| Closed | -$210K | – | 671 |
|
|
2019
Q4 | $210K | Buy |
2,309
+28
| +1% | +$2.55K | 0.05% | 412 |
|
|
2019
Q3 | $210K | Buy |
2,281
+129
| +6% | +$11.9K | 0.05% | 387 |
|
|
2019
Q2 | $206K | Buy |
+2,152
| New | +$206K | 0.05% | 429 |
|