Essex Savings Bank’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 | $323K | Buy |
1,413
+151
| +12% | +$34.6K | 0.08% | 207 |
|
|
2025
Q1 | $292K | Sell |
1,262
-34
| -3% | -$7.87K | 0.07% | 218 |
|
|
2024
Q4 | $262K | Buy |
1,296
+1
| +0.1% | +$202 | 0.06% | 229 |
|
|
2024
Q3 | $269K | Hold |
1,295
| – | – | 0.07% | 231 |
|
|
2024
Q2 | $276K | Sell |
1,295
-21
| -2% | -$4.48K | 0.07% | 205 |
|
|
2024
Q1 | $236K | Hold |
1,316
| – | – | 0.07% | 230 |
|
|
2023
Q4 | $236K | Buy |
+1,316
| New | +$236K | 0.07% | 229 |
|
|
2022
Q4 | – | Sell |
-1,660
| Closed | -$266K | – | 227 |
|
|
2022
Q3 | $266K | Buy |
+1,660
| New | +$266K | 0.11% | 169 |
|
|
2022
Q1 | – | Sell |
-1,230
| Closed | -$206K | – | 238 |
|
|
2021
Q4 | $206K | Sell |
1,230
-59
| -5% | -$9.88K | 0.07% | 217 |
|
|
2021
Q3 | $200K | Buy |
+1,289
| New | +$200K | 0.07% | 207 |
|
|
2019
Q3 | – | Sell |
-1,531
| Closed | -$176K | – | 611 |
|
|
2019
Q2 | $176K | Buy |
1,531
+1,153
| +305% | +$133K | 0.06% | 248 |
|
|
2019
Q1 | $39K | Sell |
378
-33
| -8% | -$3.41K | 0.02% | 325 |
|
|
2018
Q4 | $37K | Buy |
+411
| New | +$37K | 0.02% | 325 |
|