SVWAG
Sound View Wealth Advisors Group’s Waste Management WM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.05M | Buy |
8,959
+18
| +0.2% | +$4.12K | 0.15% | 129 |
|
|
2025
Q1 | $2.07M | Buy |
8,941
+64
| +0.7% | +$14.8K | 0.17% | 121 |
|
|
2024
Q4 | $1.79M | Buy |
8,877
+105
| +1% | +$21.2K | 0.14% | 126 |
|
|
2024
Q3 | $1.82M | Buy |
8,772
+175
| +2% | +$36.3K | 0.15% | 128 |
|
|
2024
Q2 | $1.83M | Buy |
8,597
+93
| +1% | +$19.8K | 0.19% | 116 |
|
|
2024
Q1 | $1.81M | Sell |
8,504
-215
| -2% | -$45.8K | 0.19% | 115 |
|
|
2023
Q4 | $1.56M | Sell |
8,719
-201
| -2% | -$36K | 0.17% | 126 |
|
|
2023
Q3 | $1.36M | Buy |
8,920
+250
| +3% | +$38.1K | 0.17% | 122 |
|
|
2023
Q2 | $1.5M | Sell |
8,670
-235
| -3% | -$40.8K | 0.2% | 111 |
|
|
2023
Q1 | $1.45M | Buy |
8,905
+186
| +2% | +$30.4K | 0.2% | 113 |
|
|
2022
Q4 | $1.56M | Buy |
8,719
+3,419
| +65% | +$612K | 0.17% | 126 |
|
|
2022
Q3 | $849K | Buy |
5,300
+29
| +0.6% | +$4.65K | 0.19% | 116 |
|
|
2022
Q2 | $806K | Sell |
5,271
-98
| -2% | -$15K | 0.17% | 121 |
|
|
2022
Q1 | $851K | Buy |
5,369
+99
| +2% | +$15.7K | 0.16% | 122 |
|
|
2021
Q4 | $880K | Sell |
5,270
-263
| -5% | -$43.9K | 0.17% | 125 |
|
|
2021
Q3 | $826K | Buy |
5,533
+37
| +0.7% | +$5.52K | 0.17% | 129 |
|
|
2021
Q2 | $770K | Sell |
5,496
-94
| -2% | -$13.2K | 0.16% | 130 |
|
|
2021
Q1 | $721K | Sell |
5,590
-1,687
| -23% | -$218K | 0.17% | 127 |
|
|
2020
Q4 | $858K | Buy |
7,277
+70
| +1% | +$8.25K | 0.21% | 108 |
|
|
2020
Q3 | $816K | Sell |
7,207
-123
| -2% | -$13.9K | 0.21% | 107 |
|
|
2020
Q2 | $776K | Buy |
7,330
+1,521
| +26% | +$161K | 0.22% | 108 |
|
|
2020
Q1 | $538K | Sell |
5,809
-426
| -7% | -$39.5K | 0.19% | 114 |
|
|
2019
Q4 | $711K | Buy |
6,235
+362
| +6% | +$41.3K | 0.2% | 117 |
|
|
2019
Q3 | $675K | Buy |
5,873
+106
| +2% | +$12.2K | 0.2% | 118 |
|
|
2019
Q2 | $665K | Buy |
+5,767
| New | +$665K | 0.2% | 122 |
|