Univest 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 | $2.84M | Buy |
12,425
+854
| +7% | +$195K | 0.17% | 97 |
|
|
2025
Q1 | $2.68M | Sell |
11,571
-219
| -2% | -$50.7K | 0.18% | 97 |
|
|
2024
Q4 | $2.38M | Buy |
11,790
+110
| +0.9% | +$22.2K | 0.15% | 108 |
|
|
2024
Q3 | $2.42M | Buy |
11,680
+9,796
| +520% | +$2.03M | 0.16% | 101 |
|
|
2024
Q2 | $402K | Sell |
1,884
-185
| -9% | -$39.5K | 0.11% | 82 |
|
|
2024
Q1 | $441K | Sell |
2,069
-1,047
| -34% | -$223K | 0.12% | 68 |
|
|
2023
Q4 | $558K | Sell |
3,116
-25
| -0.8% | -$4.48K | 0.17% | 65 |
|
|
2023
Q3 | $479K | Buy |
3,141
+83
| +3% | +$12.7K | 0.16% | 59 |
|
|
2023
Q2 | $530K | Buy |
3,058
+60
| +2% | +$10.4K | 0.16% | 59 |
|
|
2023
Q1 | $489K | Buy |
2,998
+80
| +3% | +$13.1K | 0.15% | 61 |
|
|
2022
Q4 | $458K | Sell |
2,918
-431
| -13% | -$67.6K | 0.14% | 70 |
|
|
2022
Q3 | $537K | Sell |
3,349
-316
| -9% | -$50.7K | 0.18% | 69 |
|
|
2022
Q2 | $561K | Sell |
3,665
-140
| -4% | -$21.4K | 0.18% | 61 |
|
|
2022
Q1 | $603K | Sell |
3,805
-148
| -4% | -$23.5K | 0.17% | 62 |
|
|
2021
Q4 | $660K | Sell |
3,953
-385
| -9% | -$64.3K | 0.17% | 57 |
|
|
2021
Q3 | $648K | Sell |
4,338
-306
| -7% | -$45.7K | 0.18% | 54 |
|
|
2021
Q2 | $651K | Sell |
4,644
-541
| -10% | -$75.8K | 0.18% | 54 |
|
|
2021
Q1 | $669K | Buy |
5,185
+435
| +9% | +$56.1K | 0.19% | 55 |
|
|
2020
Q4 | $560K | Sell |
4,750
-762
| -14% | -$89.8K | 0.16% | 63 |
|
|
2020
Q3 | $624K | Buy |
5,512
+966
| +21% | +$109K | 0.2% | 60 |
|
|
2020
Q2 | $481K | Sell |
4,546
-472
| -9% | -$49.9K | 0.16% | 66 |
|
|
2020
Q1 | $464K | Buy |
+5,018
| New | +$464K | 0.18% | 72 |
|
|
2014
Q1 | – | Sell |
-6,870
| Closed | -$308K | – | 80 |
|
|
2013
Q4 | $308K | Buy |
6,870
+587
| +9% | +$26.3K | 0.15% | 68 |
|
|
2013
Q3 | $259K | Buy |
+6,283
| New | +$259K | 0.14% | 71 |
|