Institute for Wealth Management’s Waste Management WM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.99M | Buy |
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|
2025
Q2 | $2M | Sell |
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|
2025
Q1 | $2.08M | Sell |
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|
2024
Q4 | $1.82M | Buy |
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|
2024
Q3 | $1.81M | Sell |
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|
2024
Q2 | $1.88M | Buy |
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|
2024
Q1 | $1.88M | Sell |
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|
2023
Q4 | $1.59M | Sell |
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|
2023
Q3 | $1.35M | Sell |
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|
2023
Q2 | $1.56M | Sell |
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|
2023
Q1 | $1.48M | Sell |
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|
2022
Q4 | $1.47M | Sell |
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|
2022
Q3 | $1.5M | Sell |
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|
2022
Q2 | $1.44M | Hold |
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|
2022
Q1 | $1.49M | Sell |
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|
2021
Q4 | $1.58M | Buy |
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|
2021
Q3 | $1.36M | Buy |
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|
2021
Q2 | $1.12M | Sell |
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|
2021
Q1 | $1.09M | Sell |
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|
2020
Q4 | $1.01M | Sell |
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|
2020
Q3 | $1.02M | Sell |
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|
2020
Q2 | $1.5M | Buy |
|
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|
2020
Q1 | $1.28M | Sell |
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|
2019
Q4 | $1.58M | Buy |
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|
2019
Q3 | $1.51M | Sell |
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|
2019
Q2 | $1.74M | Buy |
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|
2019
Q1 | $1.52M | Sell |
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|
2018
Q4 | $1.44M | Buy |
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|
2018
Q3 | $1.34M | Sell |
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|
2018
Q2 | $1.34M | Sell |
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|
2018
Q1 | $1.38M | Buy |
|
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|
2017
Q4 | $1.28M | Buy |
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|
2017
Q3 | $795K | Sell |
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|
2017
Q2 | $745K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $4K | Buy |
|