IFAM
Institutional & Family Asset Management’s Waste Management WM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $5.06M | Sell |
23,719
-909
| -4% | -$194K | 0.77% | 31 |
|
|
2024
Q1 | $5.25M | Sell |
24,628
-820
| -3% | -$175K | 0.84% | 25 |
|
|
2023
Q4 | $4.56M | Sell |
25,448
-2,817
| -10% | -$505K | 0.75% | 35 |
|
|
2023
Q3 | $4.31M | Buy |
28,265
+56
| +0.2% | +$8.54K | 0.7% | 46 |
|
|
2023
Q2 | $4.89M | Buy |
28,209
+21
| +0.1% | +$3.64K | 0.8% | 40 |
|
|
2023
Q1 | $4.6M | Buy |
28,188
+541
| +2% | +$88.3K | 0.76% | 45 |
|
|
2022
Q4 | $4.34M | Buy |
27,647
+239
| +0.9% | +$37.5K | 0.72% | 48 |
|
|
2022
Q3 | $4.39M | Buy |
27,408
+458
| +2% | +$73.4K | 0.78% | 37 |
|
|
2022
Q2 | $4.12M | Buy |
26,950
+1,085
| +4% | +$166K | 0.71% | 37 |
|
|
2022
Q1 | $4.1M | Buy |
25,865
+387
| +2% | +$61.3K | 0.64% | 42 |
|
|
2021
Q4 | $4.25M | Sell |
25,478
-2,311
| -8% | -$386K | 0.66% | 39 |
|
|
2021
Q3 | $4.15M | Sell |
27,789
-1,192
| -4% | -$178K | 0.66% | 39 |
|
|
2021
Q2 | $4.06M | Buy |
28,981
+2,688
| +10% | +$377K | 0.67% | 44 |
|
|
2021
Q1 | $3.39M | Buy |
26,293
+583
| +2% | +$75.2K | 0.66% | 41 |
|
|
2020
Q4 | $3.03M | Sell |
25,710
-342
| -1% | -$40.3K | 0.64% | 50 |
|
|
2020
Q3 | $2.95M | Sell |
26,052
-6,574
| -20% | -$744K | 0.69% | 47 |
|
|
2020
Q2 | $3.46M | Buy |
32,626
+2,983
| +10% | +$316K | 0.72% | 44 |
|
|
2020
Q1 | $2.74M | Buy |
29,643
+525
| +2% | +$48.6K | 0.63% | 63 |
|
|
2019
Q4 | $3.32M | Sell |
29,118
-1,040
| -3% | -$119K | 0.7% | 45 |
|
|
2019
Q3 | $3.47M | Sell |
30,158
-1,511
| -5% | -$174K | 0.76% | 44 |
|
|
2019
Q2 | $3.65M | Sell |
31,669
-2,165
| -6% | -$250K | 0.79% | 38 |
|
|
2019
Q1 | $3.52M | Sell |
33,834
-1,282
| -4% | -$133K | 0.74% | 40 |
|
|
2018
Q4 | $3.13M | Sell |
35,116
-6,787
| -16% | -$604K | 0.7% | 47 |
|
|
2018
Q3 | $3.79M | Sell |
41,903
-667
| -2% | -$60.3K | 0.75% | 42 |
|
|
2018
Q2 | $3.46M | Buy |
42,570
+1,377
| +3% | +$112K | 0.72% | 43 |
|
|
2018
Q1 | $3.47M | Sell |
41,193
-12,412
| -23% | -$1.04M | 0.73% | 45 |
|
|
2017
Q4 | $4.63M | Sell |
53,605
-1,883
| -3% | -$162K | 0.89% | 31 |
|
|
2017
Q3 | $4.34M | Sell |
55,488
-983
| -2% | -$76.9K | 0.87% | 29 |
|
|
2017
Q2 | $4.14M | Buy |
56,471
+1,038
| +2% | +$76.1K | 1.01% | 21 |
|
|
2017
Q1 | $4.04M | Sell |
55,433
-2,067
| -4% | -$151K | 1.26% | 19 |
|
|
2016
Q4 | $4.08M | Buy |
57,500
+879
| +2% | +$62.3K | 1.29% | 20 |
|
|
2016
Q3 | $3.61M | Buy |
56,621
+3,673
| +7% | +$234K | 1.2% | 30 |
|
|
2016
Q2 | $3.51M | Buy |
52,948
+2,626
| +5% | +$174K | 1.22% | 21 |
|
|
2016
Q1 | $2.69M | Sell |
50,322
-114
| -0.2% | -$6.09K | 1% | 38 |
|
|
2015
Q4 | $2.69M | Buy |
+50,436
| New | +$2.69M | 1.01% | 37 |
|