Deseret Mutual Benefit Administrators’s Waste Management WM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $198K | Hold |
866
| – | – | 0.09% | 137 |
|
|
2025
Q1 | $200K | Sell |
866
-41
| -5% | -$9.49K | 0.1% | 132 |
|
|
2024
Q4 | $183K | Sell |
907
-41
| -4% | -$8.27K | 0.09% | 137 |
|
|
2024
Q3 | $197K | Hold |
948
| – | – | 0.1% | 134 |
|
|
2024
Q2 | $202K | Buy |
948
+29
| +3% | +$6.19K | 0.09% | 123 |
|
|
2024
Q1 | $196K | Hold |
919
| – | – | 0.1% | 132 |
|
|
2023
Q4 | $165K | Sell |
919
-259
| -22% | -$46.4K | 0.09% | 130 |
|
|
2023
Q3 | $180K | Sell |
1,178
-183
| -13% | -$27.9K | 0.09% | 140 |
|
|
2023
Q2 | $236K | Sell |
1,361
-14
| -1% | -$2.43K | 0.09% | 119 |
|
|
2023
Q1 | $224K | Sell |
1,375
-51
| -4% | -$8.32K | 0.09% | 124 |
|
|
2022
Q4 | $224K | Sell |
1,426
-1,213
| -46% | -$190K | 0.09% | 126 |
|
|
2022
Q3 | $423K | Sell |
2,639
-668
| -20% | -$107K | 0.12% | 109 |
|
|
2022
Q2 | $506K | Hold |
3,307
| – | – | 0.11% | 120 |
|
|
2022
Q1 | $524K | Sell |
3,307
-605
| -15% | -$95.9K | 0.1% | 125 |
|
|
2021
Q4 | $653K | Hold |
3,912
| – | – | 0.11% | 122 |
|
|
2021
Q3 | $584K | Buy |
3,912
+2,093
| +115% | +$312K | 0.11% | 125 |
|
|
2021
Q2 | $255K | Buy |
+1,819
| New | +$255K | 0.06% | 159 |
|