IWA
IVC Wealth Advisors’s Waste Management WM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.07M | Buy |
4,689
+75
| +2% | +$17.2K | 0.52% | 40 |
|
|
2025
Q1 | $1.07M | Sell |
4,614
-50
| -1% | -$11.6K | 0.57% | 38 |
|
|
2024
Q4 | $941K | Sell |
4,664
-396
| -8% | -$79.9K | 0.53% | 41 |
|
|
2024
Q3 | $1.05M | Sell |
5,060
-1,184
| -19% | -$246K | 0.58% | 40 |
|
|
2024
Q2 | $1.33M | Buy |
6,244
+2
| +0% | +$427 | 0.74% | 32 |
|
|
2024
Q1 | $1.33M | Buy |
6,242
+3
| +0% | +$639 | 0.77% | 32 |
|
|
2023
Q4 | $1.12M | Sell |
6,239
-72
| -1% | -$12.9K | 0.69% | 35 |
|
|
2023
Q3 | $962K | Sell |
6,311
-141
| -2% | -$21.5K | 0.64% | 40 |
|
|
2023
Q2 | $1.12M | Sell |
6,452
-33
| -0.5% | -$5.72K | 0.71% | 33 |
|
|
2023
Q1 | $1.06M | Sell |
6,485
-99
| -2% | -$16.2K | 0.75% | 31 |
|
|
2022
Q4 | $1.03M | Buy |
6,584
+3
| +0% | +$471 | 0.76% | 34 |
|
|
2022
Q3 | $1.05M | Sell |
6,581
-26
| -0.4% | -$4.16K | 0.85% | 27 |
|
|
2022
Q2 | $1.01M | Buy |
6,607
+35
| +0.5% | +$5.36K | 0.78% | 31 |
|
|
2022
Q1 | $1.04M | Buy |
6,572
+23
| +0.4% | +$3.65K | 0.68% | 37 |
|
|
2021
Q4 | $1.09M | Sell |
6,549
-5
| -0.1% | -$834 | 0.7% | 36 |
|
|
2021
Q3 | $979K | Sell |
6,554
-124
| -2% | -$18.5K | 0.67% | 36 |
|
|
2021
Q2 | $936K | Buy |
6,678
+2
| +0% | +$280 | 0.66% | 39 |
|
|
2021
Q1 | $861K | Sell |
6,676
-3
| -0% | -$387 | 0.68% | 38 |
|
|
2020
Q4 | $788K | Buy |
+6,679
| New | +$788K | 0.75% | 35 |
|