Exeter Financial’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 | $3.11M | Sell |
13,584
-4,773
| -26% | -$1.09M | 1.38% | 28 |
|
2025
Q1 | $4.25M | Buy |
18,357
+34
| +0.2% | +$7.87K | 1.91% | 16 |
|
2024
Q4 | $3.7M | Buy |
18,323
+98
| +0.5% | +$19.8K | 1.69% | 19 |
|
2024
Q3 | $3.78M | Sell |
18,225
-29
| -0.2% | -$6.02K | 1.68% | 20 |
|
2024
Q2 | $3.89M | Sell |
18,254
-7
| -0% | -$1.49K | 1.86% | 17 |
|
2024
Q1 | $3.78M | Sell |
18,261
-121
| -0.7% | -$25.1K | 1.74% | 17 |
|
2023
Q4 | $3.28M | Buy |
18,382
+434
| +2% | +$77.4K | 1.59% | 21 |
|
2023
Q3 | $2.74M | Sell |
17,948
-309
| -2% | -$47.2K | 1.45% | 24 |
|
2023
Q2 | $3.11M | Sell |
18,257
-3
| -0% | -$511 | 1.6% | 19 |
|
2023
Q1 | $2.96M | Buy |
18,260
+97
| +0.5% | +$15.7K | 1.48% | 23 |
|
2022
Q4 | $2.86M | Sell |
18,163
-296
| -2% | -$46.6K | 1.49% | 22 |
|
2022
Q3 | $2.96M | Buy |
18,459
+93
| +0.5% | +$14.9K | 1.72% | 18 |
|
2022
Q2 | $2.81M | Buy |
18,366
+232
| +1% | +$35.5K | 1.57% | 21 |
|
2022
Q1 | $2.87M | Buy |
18,134
+134
| +0.7% | +$21.2K | 1.56% | 23 |
|
2021
Q4 | $2.88M | Buy |
18,000
+83
| +0.5% | +$13.3K | 1.58% | 23 |
|
2021
Q3 | $2.68M | Buy |
17,917
+243
| +1% | +$36.3K | 1.6% | 23 |
|
2021
Q2 | $2.51M | Buy |
17,674
+548
| +3% | +$77.8K | 1.45% | 26 |
|
2021
Q1 | $2.21M | Buy |
17,126
+521
| +3% | +$67.2K | 1.39% | 27 |
|
2020
Q4 | $1.96M | Buy |
16,605
+878
| +6% | +$104K | 1.36% | 27 |
|
2020
Q3 | $1.78M | Buy |
15,727
+50
| +0.3% | +$5.66K | 1.39% | 24 |
|
2020
Q2 | $1.66M | Sell |
15,677
-498
| -3% | -$52.7K | 1.38% | 28 |
|
2020
Q1 | $1.5M | Buy |
16,175
+398
| +3% | +$36.8K | 1.41% | 29 |
|
2019
Q4 | $1.8M | Sell |
15,777
-490
| -3% | -$55.8K | 1.4% | 30 |
|
2019
Q3 | $1.87M | Buy |
16,267
+4,215
| +35% | +$485K | 1.49% | 26 |
|
2019
Q2 | $1.39M | Sell |
12,052
-4,590
| -28% | -$529K | 1.16% | 38 |
|
2019
Q1 | $1.73M | Buy |
16,642
+69
| +0.4% | +$7.17K | 1.5% | 26 |
|
2018
Q4 | $1.48M | Sell |
16,573
-752
| -4% | -$66.9K | 1.39% | 28 |
|
2018
Q3 | $1.57M | Buy |
17,325
+331
| +2% | +$29.9K | 1.29% | 30 |
|
2018
Q2 | $1.38M | Buy |
16,994
+569
| +3% | +$46.3K | 1.22% | 31 |
|
2018
Q1 | $1.38M | Sell |
16,425
-15
| -0.1% | -$1.26K | 1.19% | 33 |
|
2017
Q4 | $1.42M | Buy |
+16,440
| New | +$1.42M | 1.24% | 29 |
|