EFS
Essex Financial Services’s Waste Management WM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.53M | Buy |
6,693
+442
| +7% | +$101K | 0.1% | 184 |
|
|
2025
Q1 | $1.45M | Buy |
6,251
+624
| +11% | +$144K | 0.1% | 179 |
|
|
2024
Q4 | $1.14M | Buy |
5,627
+164
| +3% | +$33.1K | 0.08% | 211 |
|
|
2024
Q3 | $1.15M | Sell |
5,463
-2
| -0% | -$422 | 0.08% | 209 |
|
|
2024
Q2 | $1.13M | Buy |
5,465
+324
| +6% | +$66.7K | 0.08% | 215 |
|
|
2024
Q1 | $1.1M | Sell |
5,141
-199
| -4% | -$42.4K | 0.1% | 193 |
|
|
2023
Q4 | $957K | Buy |
5,340
+37
| +0.7% | +$6.63K | 0.1% | 197 |
|
|
2023
Q3 | $808K | Buy |
5,303
+2
| +0% | +$305 | 0.09% | 206 |
|
|
2023
Q2 | $919K | Buy |
5,301
+168
| +3% | +$29.1K | 0.1% | 185 |
|
|
2023
Q1 | $838K | Sell |
5,133
-713
| -12% | -$116K | 0.09% | 206 |
|
|
2022
Q4 | $917K | Buy |
5,846
+141
| +2% | +$22.1K | 0.1% | 190 |
|
|
2022
Q3 | $914K | Sell |
5,705
-106
| -2% | -$17K | 0.11% | 175 |
|
|
2022
Q2 | $889K | Buy |
5,811
+27
| +0.5% | +$4.13K | 0.1% | 195 |
|
|
2022
Q1 | $917K | Buy |
5,784
+27
| +0.5% | +$4.28K | 0.09% | 208 |
|
|
2021
Q4 | $961K | Sell |
5,757
-57
| -1% | -$9.52K | 0.1% | 202 |
|
|
2021
Q3 | $868K | Sell |
5,814
-161
| -3% | -$24K | 0.1% | 199 |
|
|
2021
Q2 | $771K | Hold |
5,975
| – | – | 0.11% | 187 |
|
|
2021
Q1 | $771K | Buy |
5,975
+2,264
| +61% | +$292K | 0.14% | 157 |
|
|
2020
Q4 | $438K | Buy |
3,711
+48
| +1% | +$5.67K | 0.09% | 200 |
|
|
2020
Q3 | $415K | Buy |
3,663
+299
| +9% | +$33.9K | 0.1% | 181 |
|
|
2020
Q2 | $356K | Buy |
3,364
+246
| +8% | +$26K | 0.11% | 173 |
|
|
2020
Q1 | $289K | Buy |
3,118
+290
| +10% | +$26.9K | 0.1% | 183 |
|
|
2019
Q4 | $322K | Buy |
2,828
+200
| +8% | +$22.8K | 0.09% | 199 |
|
|
2019
Q3 | $302K | Buy |
2,628
+33
| +1% | +$3.79K | 0.1% | 183 |
|
|
2019
Q2 | $299K | Hold |
2,595
| – | – | 0.09% | 180 |
|
|
2019
Q1 | $270K | Sell |
2,595
-102
| -4% | -$10.6K | 0.08% | 186 |
|
|
2018
Q4 | $240K | Sell |
2,697
-337
| -11% | -$30K | 0.07% | 208 |
|
|
2018
Q3 | $274K | Sell |
3,034
-181
| -6% | -$16.3K | 0.06% | 228 |
|
|
2018
Q2 | $261K | Buy |
3,215
+689
| +27% | +$55.9K | 0.06% | 226 |
|
|
2018
Q1 | $212K | Buy |
+2,526
| New | +$212K | 0.04% | 323 |
|
|
2017
Q2 | – | Sell |
-5,349
| Closed | -$390K | – | 362 |
|
|
2017
Q1 | $390K | Buy |
5,349
+93
| +2% | +$6.78K | 0.09% | 217 |
|
|
2016
Q4 | $373K | Sell |
5,256
-786
| -13% | -$55.8K | 0.08% | 223 |
|
|
2016
Q3 | $385K | Buy |
6,042
+13
| +0.2% | +$828 | 0.09% | 207 |
|
|
2016
Q2 | $400K | Sell |
6,029
-236
| -4% | -$15.7K | 0.1% | 195 |
|
|
2016
Q1 | $370K | Sell |
6,265
-135
| -2% | -$7.97K | 0.09% | 208 |
|
|
2015
Q4 | $342K | Sell |
6,400
-1,884
| -23% | -$101K | 0.08% | 216 |
|
|
2015
Q3 | $413K | Buy |
8,284
+1,017
| +14% | +$50.7K | 0.11% | 198 |
|
|
2015
Q2 | $337K | Buy |
7,267
+723
| +11% | +$33.5K | 0.09% | 222 |
|
|
2015
Q1 | $355K | Sell |
6,544
-741
| -10% | -$40.2K | 0.09% | 216 |
|
|
2014
Q4 | $374K | Buy |
7,285
+512
| +8% | +$26.3K | 0.1% | 209 |
|
|
2014
Q3 | $322K | Buy |
6,773
+12
| +0.2% | +$571 | 0.1% | 217 |
|
|
2014
Q2 | $302K | Buy |
6,761
+13
| +0.2% | +$581 | 0.09% | 228 |
|
|
2014
Q1 | $284K | Buy |
6,748
+612
| +10% | +$25.8K | 0.09% | 224 |
|
|
2013
Q4 | $275K | Buy |
+6,136
| New | +$275K | 0.09% | 218 |
|