Integrated Wealth Concepts’s Waste Management WM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.18M | Sell |
27,016
-1,237
| -4% | -$283K | 0.06% | 288 |
|
|
2025
Q1 | $6.54M | Buy |
28,253
+748
| +3% | +$173K | 0.08% | 256 |
|
|
2024
Q4 | $5.55M | Buy |
27,505
+339
| +1% | +$68.4K | 0.06% | 273 |
|
|
2024
Q3 | $5.64M | Buy |
27,166
+283
| +1% | +$58.8K | 0.07% | 262 |
|
|
2024
Q2 | $5.74M | Buy |
26,883
+125
| +0.5% | +$26.7K | 0.08% | 237 |
|
|
2024
Q1 | $5.7M | Buy |
26,758
+319
| +1% | +$68K | 0.08% | 242 |
|
|
2023
Q4 | $4.74M | Sell |
26,439
-2,473
| -9% | -$443K | 0.08% | 246 |
|
|
2023
Q3 | $4.41M | Buy |
28,912
+2,272
| +9% | +$346K | 0.08% | 250 |
|
|
2023
Q2 | $4.62M | Buy |
26,640
+906
| +4% | +$157K | 0.08% | 243 |
|
|
2023
Q1 | $4.2M | Buy |
25,734
+6,284
| +32% | +$1.03M | 0.09% | 222 |
|
|
2022
Q4 | $3.05M | Buy |
19,450
+1,158
| +6% | +$182K | 0.08% | 228 |
|
|
2022
Q3 | $2.93M | Sell |
18,292
-264
| -1% | -$42.3K | 0.09% | 210 |
|
|
2022
Q2 | $2.84M | Sell |
18,556
-422
| -2% | -$64.6K | 0.09% | 211 |
|
|
2022
Q1 | $3.01M | Sell |
18,978
-331
| -2% | -$52.5K | 0.09% | 193 |
|
|
2021
Q4 | $3.22M | Buy |
19,309
+1,837
| +11% | +$307K | 0.1% | 177 |
|
|
2021
Q3 | $2.61M | Sell |
17,472
-2,059
| -11% | -$308K | 0.08% | 197 |
|
|
2021
Q2 | $2.74M | Sell |
19,531
-707
| -3% | -$99.1K | 0.1% | 176 |
|
|
2021
Q1 | $2.61M | Buy |
20,238
+5,762
| +40% | +$743K | 0.11% | 157 |
|
|
2020
Q4 | $1.71M | Buy |
14,476
+1,904
| +15% | +$225K | 0.08% | 172 |
|
|
2020
Q3 | $1.42M | Buy |
12,572
+8,842
| +237% | +$1M | 0.09% | 165 |
|
|
2020
Q2 | $395K | Buy |
+3,730
| New | +$395K | 0.03% | 339 |
|
|
2020
Q1 | – | Sell |
-1,810
| Closed | -$206K | – | 485 |
|
|
2019
Q4 | $206K | Buy |
+1,810
| New | +$206K | 0.02% | 454 |
|