Intrua Financial’s Waste Management WM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$689K Sell
2,999
-101
-3% -$23.2K 0.07% 199
2025
Q4
$681K Sell
3,100
-16
-0.5% -$3.41K 0.07% 198
2025
Q3
$688K Buy
3,116
+525
+20% +$118K 0.08% 200
2025
Q2
$593K Buy
2,591
+52
+2% +$12.1K 0.09% 181
2025
Q1
$588K Sell
2,539
-83
-3% -$18.4K 0.09% 172
2024
Q4
$529K Buy
2,622
+233
+10% +$50K 0.09% 186
2024
Q3
$496K Buy
2,389
+8
+0.3% +$1.67K 0.08% 220
2024
Q2
$508K Buy
2,381
+106
+5% +$22K 0.08% 227
2024
Q1
$485K Sell
2,275
-49
-2% -$9.63K 0.08% 247
2023
Q4
$416K Sell
2,324
-19
-0.8% -$3.19K 0.07% 253
2023
Q3
$357K Sell
2,343
-347
-13% -$56.1K 0.06% 247
2023
Q2
$466K Buy
2,690
+668
+33% +$110K 0.08% 210
2023
Q1
$342K Sell
2,022
-29
-1% -$4.44K 0.07% 232
2022
Q4
$309K Buy
2,051
+4
+0.2% +$644 0.07% 252
2022
Q3
$328K Sell
2,047
-445
-18% -$73.5K 0.09% 216
2022
Q2
$381K Sell
2,492
-122
-5% -$19.1K 0.08% 252
2022
Q1
$414K Sell
2,614
-86
-3% -$13K 0.07% 257
2021
Q4
$451K Sell
2,700
-93
-3% -$15K 0.08% 233
2021
Q3
$433K Buy
2,793
+148
+6% +$22.1K 0.08% 232
2021
Q2
$394K Sell
2,645
-116
-4% -$16K 0.09% 189
2021
Q1
$373K Buy
+2,761
New +$323K 0.09% 198

Other funds holding WM