Institute For Wealth Management, Llc. Waste Management Inc Transaction History

Institute For Wealth Management, Llc.

$781 Million
Q3 2024

A detailed history of Institute For Wealth Management, Llc. transactions in Waste Management Inc stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 8,724 shares of WM stock, worth $1.79 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares

8,724

Previous 8,814 1.02%

Holding current value

$1.79 Million

Previous $1.88 Million 3.67%

% of portfolio

0.23%

Previous 0.26%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$196.96 - $223.45 $17,726 - $20,110	-90 Reduced 1.02%	8,724 $1.81 Million
Q2 2024 Jul 25, 2024	BUY	$200.55 - $213.34 $1,203 - $1,280	6 Added 0.07%	8,814 $1.88 Million
Q1 2024 Apr 30, 2024	SELL	$177.77 - $213.97 $9,244 - $11,126	-52 Reduced 0.59%	8,808 $1.88 Million
Q4 2023 Jan 31, 2024	SELL	$151.21 - $179.1 $3,629 - $4,298	-24 Reduced 0.27%	8,860 $1.59 Million
Q3 2023 Oct 13, 2023	SELL	$152.44 - $172.41 $13,414 - $15,172	-88 Reduced 0.98%	8,884 $1.35 Million
Q2 2023 Jul 25, 2023	SELL	$161.28 - $173.42 $14,031 - $15,087	-87 Reduced 0.96%	8,972 $1.56 Million
Q1 2023 Apr 20, 2023	SELL	$148.83 - $163.17 $41,672 - $45,687	-280 Reduced 3.0%	9,059 $1.48 Million
Q4 2022 Feb 02, 2023	SELL	$154.73 - $169.85 $8,974 - $9,851	-58 Reduced 0.62%	9,339 $1.47 Million
Q3 2022 Oct 18, 2022	SELL	$149.27 - $175.29 $4,328 - $5,083	-29 Reduced 0.31%	9,397 $1.51 Million
Q1 2022 Apr 29, 2022	SELL	$140.6 - $164.3 $8,014 - $9,365	-57 Reduced 0.6%	9,426 $1.49 Million
Q4 2021 Jan 21, 2022	BUY	$148.83 - $166.9 $53,132 - $59,583	357 Added 3.91%	9,483 $1.58 Million
Q3 2021 Nov 15, 2021	BUY	$141.17 - $155.85 $159,663 - $176,266	1,131 Added 14.15%	9,126 $1.36 Million
Q2 2021 Jul 21, 2021	SELL	$129.28 - $143.26 $55,590 - $61,601	-430 Reduced 5.1%	7,995 $1.12 Million
Q1 2021 May 04, 2021	SELL	$109.92 - $130.34 $17,807 - $21,115	-162 Reduced 1.89%	8,425 $1.09 Million
Q4 2020 Feb 01, 2021	SELL	$106.96 - $123.38 $44,816 - $51,696	-419 Reduced 4.65%	8,587 $1.01 Million
Q3 2020 Nov 03, 2020	SELL	$102.08 - $117.07 $531,632 - $609,700	-5,208 Reduced 36.64%	9,006 $1.02 Million
Q2 2020 Jul 30, 2020	BUY	$88.43 - $113.53 $37,671 - $48,363	426 Added 3.09%	14,214 $1.51 Million
Q1 2020 Apr 29, 2020	SELL	$87.87 - $126.22 $5,360 - $7,699	-61 Reduced 0.44%	13,788 $1.28 Million
Q4 2019 Feb 27, 2020	BUY	$108.31 - $117.44 $1.33 Million - $1.44 Million	12,271 Added 777.63%	13,849 $1.58 Million
Q4 2019 Jan 27, 2020	SELL	$108.31 - $117.44 $1.25 Million - $1.35 Million	-11,527 Reduced 87.96%	1,578 $1.58 Million
Q3 2019 Oct 28, 2019	SELL	$111.9 - $120.65 $223,016 - $240,455	-1,993 Reduced 13.2%	13,105 $1.51 Million
Q2 2019 Aug 02, 2019	BUY	$100.57 - $116.97 $43,647 - $50,764	434 Added 2.96%	15,098 $1.74 Million
Q1 2019 May 15, 2019	SELL	$88.48 - $103.91 $133,693 - $157,008	-1,511 Reduced 9.34%	14,664 $1.53 Million
Q4 2018 Feb 08, 2019	BUY	$83.7 - $93.75 $107,889 - $120,843	1,289 Added 8.66%	16,175 $1.44 Million
Q3 2018 Oct 29, 2018	SELL	$81.49 - $92.51 $148,393 - $168,460	-1,821 Reduced 10.9%	14,886 $1.34 Million
Q2 2018 Aug 10, 2018	SELL	$80.0 - $86.02 $32,080 - $34,494	-401 Reduced 2.34%	16,707 $1.34 Million
Q1 2018 May 15, 2018	BUY	$79.12 - $89.71 $181,026 - $205,256	2,288 Added 15.44%	17,108 $1.38 Million
Q4 2017 Feb 12, 2018	BUY	$76.28 - $86.3 $357,982 - $405,005	4,693 Added 46.34%	14,820 $1.28 Million
Q3 2017 Nov 14, 2017	SELL	$74.61 - $78.62 $373 - $393	-5 Reduced 0.05%	10,127 $795,000
Q2 2017 Aug 14, 2017	BUY	N/A	10,132	10,132 $745,000

Others Institutions Holding WM

# of Institutions

2,187

Shares Held

326M

Call Options Held

1.11M

Put Options Held

1.5M

View Full List

About WASTE MANAGEMENT INC

Ticker WM
Exchange NYSE
Sector Industrials
Industry Waste Management
Shares Outstandng 410,476,992
Market Cap $84.4B
Description
Waste Management, Inc., through its subsidiaries, provides waste management environmental services to residential, commercial, industrial, and municipal customers in North America. It offers collection services, including picking up and transporting waste and recyclable materials from where it was generated to a transfer station, material recove...

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Institute For Wealth Management, Llc. Waste Management Inc Transaction History