SVWAG
Sound View Wealth Advisors Group’s Waste Connections WCN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.57M | Buy |
13,738
+3,196
| +30% | +$597K | 0.19% | 111 |
|
|
2025
Q1 | $2.06M | Buy |
10,542
+332
| +3% | +$64.8K | 0.17% | 122 |
|
|
2024
Q4 | $1.75M | Buy |
10,210
+4,199
| +70% | +$720K | 0.14% | 127 |
|
|
2024
Q3 | $1.07M | Buy |
6,011
+978
| +19% | +$175K | 0.09% | 171 |
|
|
2024
Q2 | $883K | Sell |
5,033
-1
| -0% | -$175 | 0.09% | 169 |
|
|
2024
Q1 | $866K | Sell |
5,034
-3,443
| -41% | -$592K | 0.09% | 178 |
|
|
2023
Q4 | $1.27M | Buy |
8,477
+269
| +3% | +$40.2K | 0.14% | 139 |
|
|
2023
Q3 | $1.1M | Buy |
8,208
+1,030
| +14% | +$138K | 0.14% | 137 |
|
|
2023
Q2 | $1.03M | Buy |
7,178
+83
| +1% | +$11.9K | 0.13% | 145 |
|
|
2023
Q1 | $987K | Sell |
7,095
-1,382
| -16% | -$192K | 0.14% | 145 |
|
|
2022
Q4 | $1.27M | Buy |
8,477
+4,561
| +116% | +$681K | 0.14% | 139 |
|
|
2022
Q3 | $529K | Buy |
3,916
+69
| +2% | +$9.32K | 0.12% | 154 |
|
|
2022
Q2 | $477K | Sell |
3,847
-174
| -4% | -$21.6K | 0.1% | 171 |
|
|
2022
Q1 | $562K | Buy |
4,021
+458
| +13% | +$64K | 0.11% | 164 |
|
|
2021
Q4 | $486K | Buy |
+3,563
| New | +$486K | 0.09% | 183 |
|