Integrated Wealth Concepts’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
Q2
$6.18M Sell
2025
Q1
$6.54M Buy
2024
Q4
$5.55M Buy
2024
Q3
$5.64M Buy
2024
Q2
$5.74M Buy
2024
Q1
$5.7M Buy
2023
Q4
$4.74M Sell
2023
Q3
$4.41M Buy
2023
Q2
$4.62M Buy
2023
Q1
$4.2M Buy
2022
Q4
$3.05M Buy
2022
Q3
$2.93M Sell
2022
Q2
$2.84M Sell
2022
Q1
$3.01M Sell
2021
Q4
$3.22M Buy
2021
Q3
$2.61M Sell
2021
Q2
$2.74M Sell
2021
Q1
$2.61M Buy
2020
Q4
$1.71M Buy
2020
Q3
$1.42M Buy
2020
Q2
$395K Buy
2020
Q1
Sell
2019
Q4
$206K Buy