Investment Advisory Group’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 | $376K | Buy |
1,642
+1
| +0.1% | +$229 | 0.11% | 116 |
|
|
2025
Q1 | $380K | Buy |
1,641
+37
| +2% | +$8.57K | 0.13% | 113 |
|
|
2024
Q4 | $324K | Sell |
1,604
-31
| -2% | -$6.26K | 0.11% | 121 |
|
|
2024
Q3 | $339K | Buy |
1,635
+8
| +0.5% | +$1.66K | 0.12% | 119 |
|
|
2024
Q2 | $347K | Buy |
1,627
+3
| +0.2% | +$640 | 0.13% | 108 |
|
|
2024
Q1 | $346K | Buy |
1,624
+9
| +0.6% | +$1.92K | 0.14% | 105 |
|
|
2023
Q4 | $289K | Buy |
1,615
+5
| +0.3% | +$895 | 0.13% | 111 |
|
|
2023
Q3 | $245K | Buy |
1,610
+6
| +0.4% | +$915 | 0.13% | 114 |
|
|
2023
Q2 | $278K | Hold |
1,604
| – | – | 0.14% | 107 |
|
|
2023
Q1 | $262K | Buy |
+1,604
| New | +$262K | 0.15% | 113 |
|