Exeter Financial, LLC WM Holdings History

Number of Shares
13,584.00
Current Holdings Value*
$3.11 Mil
% of Portfolio
1.38%
Total Estimate Gain
$2.53 Mil
% of Total Estimate Gain
102.61%

Exeter Financial, LLC's Waste Management Inc Holding Summary

As of 2025-06-30, Exeter Financial, LLC held 13,584.00 shares of Waste Management Inc(WM), totaling $3.11 Mil. This investment constitutes 1.38% of their stock portfolio, and Exeter Financial, LLC now holds 0% of the outstanding Waste Management Inc(WM) stock.

The initial trade took place in 2018Q2. And since then Exeter Financial, LLC has made 18 purchases of WM, at an average price of $96.81, for a total of 25,452.00 shares. In addition, there have been 11 sales at an average price of $160.72 for 11,868.00 shares. Based on historical transaction data and WM's current price of $227.09, Exeter Financial, LLC's estimated gain on his WM holdings is $2.53 Mil, reflecting a 102.61% gain to date.

Exeter Financial, LLC WM ($227.09) Holding Chart

Exeter Financial, LLC WM ($227.09) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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