Ownership history in IBEX WEALTH ADVISORS · 12 quarters on record
This page tracks every 13F SEC filing in which IBEX WEALTH ADVISORS reported a position in WASTE MANAGEMENT INC DEL (WM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | ADDED | 2,401 | +1,153 | +92.4% | 0.05% | $530K | $219.11 |
| 2019 Q2 | REDUCED | 1,248 | -48,372 | -97.5% | 0.04% | $144K | $103.31 |
| 2018 Q4 | ADDED | 49,620 | +659 | +1.3% | 2.02% | $4.4M | $78.92 |
| 2018 Q3 | ADDED | 48,961 | +978 | +2.0% | 1.58% | $4.4M | $79.73 |
| 2018 Q2 | UNCHANGED | 47,983 | — | 0% | 1.61% | $4.0M | $71.41 |
| 2018 Q1 | ADDED | 47,983 | +314 | +0.7% | 1.63% | $4.0M | $73.44 |
| 2017 Q4 | REDUCED | 47,669 | -274 | -0.6% | 1.86% | $4.2M | $74.93 |
| 2017 Q3 | ADDED | 47,943 | +47,778 | +28956.4% | 1.36% | $3.7M | $67.61 |
| 2017 Q2 | REDUCED | 165 | -42,730 | -99.6% | 1.41% | $4K | $63.01 |
| 2017 Q1 | ADDED | 42,895 | +1,977 | +4.8% | 1.94% | $3.1M | $62.27 |
As of 2025 Q4 — sorted by position size