IFWM
Institute for Wealth Management’s Waste Management WM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2M | Sell |
8,737
-235
| -3% | -$53.8K | 0.22% | 98 |
|
|
2025
Q1 | $2.08M | Sell |
8,972
-47
| -0.5% | -$10.9K | 0.27% | 83 |
|
|
2024
Q4 | $1.82M | Buy |
9,019
+295
| +3% | +$59.5K | 0.23% | 97 |
|
|
2024
Q3 | $1.81M | Sell |
8,724
-90
| -1% | -$18.7K | 0.23% | 98 |
|
|
2024
Q2 | $1.88M | Buy |
8,814
+6
| +0.1% | +$1.28K | 0.25% | 85 |
|
|
2024
Q1 | $1.88M | Sell |
8,808
-52
| -0.6% | -$11.1K | 0.24% | 88 |
|
|
2023
Q4 | $1.59M | Sell |
8,860
-24
| -0.3% | -$4.3K | 0.26% | 91 |
|
|
2023
Q3 | $1.35M | Sell |
8,884
-88
| -1% | -$13.4K | 0.24% | 98 |
|
|
2023
Q2 | $1.56M | Sell |
8,972
-87
| -1% | -$15.1K | 0.26% | 88 |
|
|
2023
Q1 | $1.48M | Sell |
9,059
-280
| -3% | -$45.7K | 0.28% | 88 |
|
|
2022
Q4 | $1.47M | Sell |
9,339
-58
| -0.6% | -$9.1K | 0.31% | 85 |
|
|
2022
Q3 | $1.51M | Sell |
9,397
-29
| -0.3% | -$4.65K | 0.34% | 78 |
|
|
2022
Q2 | $1.44M | Hold |
9,426
| – | – | 0.28% | 89 |
|
|
2022
Q1 | $1.49M | Sell |
9,426
-57
| -0.6% | -$9.03K | 0.24% | 105 |
|
|
2021
Q4 | $1.58M | Buy |
9,483
+357
| +4% | +$59.6K | 0.26% | 98 |
|
|
2021
Q3 | $1.36M | Buy |
9,126
+1,131
| +14% | +$169K | 0.24% | 105 |
|
|
2021
Q2 | $1.12M | Sell |
7,995
-430
| -5% | -$60.2K | 0.2% | 134 |
|
|
2021
Q1 | $1.09M | Sell |
8,425
-162
| -2% | -$20.9K | 0.21% | 127 |
|
|
2020
Q4 | $1.01M | Sell |
8,587
-419
| -5% | -$49.4K | 0.2% | 125 |
|
|
2020
Q3 | $1.02M | Sell |
9,006
-5,208
| -37% | -$589K | 0.23% | 109 |
|
|
2020
Q2 | $1.51M | Buy |
14,214
+426
| +3% | +$45.1K | 0.37% | 60 |
|
|
2020
Q1 | $1.28M | Sell |
13,788
-61
| -0.4% | -$5.65K | 0.39% | 58 |
|
|
2019
Q4 | $1.58M | Buy |
13,849
+744
| +6% | +$84.8K | 0.36% | 66 |
|
|
2019
Q3 | $1.51M | Sell |
13,105
-1,993
| -13% | -$229K | 0.38% | 59 |
|
|
2019
Q2 | $1.74M | Buy |
15,098
+434
| +3% | +$50.1K | 0.39% | 60 |
|
|
2019
Q1 | $1.53M | Sell |
14,664
-1,511
| -9% | -$157K | 0.33% | 69 |
|
|
2018
Q4 | $1.44M | Buy |
16,175
+1,289
| +9% | +$115K | 0.59% | 43 |
|
|
2018
Q3 | $1.34M | Sell |
14,886
-1,821
| -11% | -$164K | 0.45% | 72 |
|
|
2018
Q2 | $1.34M | Sell |
16,707
-401
| -2% | -$32.2K | 0.43% | 77 |
|
|
2018
Q1 | $1.38M | Buy |
17,108
+2,288
| +15% | +$184K | 0.41% | 78 |
|
|
2017
Q4 | $1.28M | Buy |
14,820
+4,693
| +46% | +$406K | 0.3% | 105 |
|
|
2017
Q3 | $795K | Sell |
10,127
-5
| -0% | -$393 | 0.26% | 136 |
|
|
2017
Q2 | $745K | Buy |
+10,132
| New | +$745K | 0.21% | 158 |
|
|
2013
Q3 | – | Sell |
-101
| Closed | -$4K | – | 120 |
|
|
2013
Q2 | $4K | Buy |
+101
| New | +$4K | ﹤0.01% | 106 |
|