Exencial Wealth Advisors’s Waste Management WM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $5.54M | Buy |
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|
2025
Q2 | $5.72M | Sell |
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|
2025
Q1 | $6.21M | Sell |
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|
2024
Q4 | $5.46M | Sell |
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|
2024
Q3 | $5.82M | Sell |
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|
2024
Q2 | $6.25M | Sell |
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|
2024
Q1 | $6.79M | Sell |
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|
2023
Q4 | $5.96M | Buy |
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|
2023
Q3 | $5.03M | Sell |
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|
2023
Q2 | $6.25M | Buy |
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|
2023
Q1 | $5.67M | Buy |
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|
2022
Q4 | $5.27M | Buy |
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|
2022
Q3 | $4.09M | Buy |
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|
2022
Q2 | $3.79M | Sell |
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|
2022
Q1 | $3.95M | Buy |
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|
2021
Q4 | $4.08M | Buy |
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|
2021
Q3 | $3.58M | Buy |
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|
2021
Q2 | $2.72M | Sell |
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|
2021
Q1 | $2.89M | Sell |
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|
2020
Q4 | $2.92M | Sell |
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|
2020
Q3 | $25.2M | Buy |
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|
2020
Q2 | $10.9M | Buy |
|