RA
Rational Advisors’s Waste Management WM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.7K | Buy |
+108
| New | +$24.7K | ﹤0.01% | 160 |
|
|
2024
Q4 | – | Sell |
-225
| Closed | -$46.7K | – | 182 |
|
|
2024
Q3 | $46.7K | Sell |
225
-29
| -11% | -$6.02K | ﹤0.01% | 124 |
|
|
2024
Q2 | $54.2K | Sell |
254
-12
| -5% | -$2.56K | 0.01% | 136 |
|
|
2024
Q1 | $56.7K | Hold |
266
| – | – | 0.01% | 156 |
|
|
2023
Q4 | $47.6K | Hold |
266
| – | – | ﹤0.01% | 155 |
|
|
2023
Q3 | $40.5K | Buy |
+266
| New | +$40.5K | ﹤0.01% | 189 |
|
|
2023
Q1 | – | Sell |
-4,835
| Closed | -$759K | – | 302 |
|
|
2022
Q4 | $759K | Sell |
4,835
-1,510
| -24% | -$237K | 0.06% | 81 |
|
|
2022
Q3 | $1.02M | Buy |
+6,345
| New | +$1.02M | 0.08% | 74 |
|
|
2022
Q1 | – | Sell |
-11,548
| Closed | -$1.93M | – | 299 |
|
|
2021
Q4 | $1.93M | Buy |
11,548
+1,800
| +18% | +$300K | 0.12% | 67 |
|
|
2021
Q3 | $1.46M | Buy |
9,748
+1,710
| +21% | +$255K | 0.11% | 70 |
|
|
2021
Q2 | $1.13M | Buy |
+8,038
| New | +$1.13M | 0.13% | 93 |
|
|
2020
Q4 | – | Sell |
-30
| Closed | -$3K | – | 605 |
|
|
2020
Q3 | $3K | Sell |
30
-79
| -72% | -$7.9K | ﹤0.01% | 450 |
|
|
2020
Q2 | $12K | Buy |
+109
| New | +$12K | 0.01% | 348 |
|
|
2020
Q1 | – | Sell |
-6,164
| Closed | -$703K | – | 523 |
|
|
2019
Q4 | $703K | Buy |
6,164
+5,490
| +815% | +$626K | 0.33% | 86 |
|
|
2019
Q3 | $78K | Buy |
674
+450
| +201% | +$52.1K | 0.03% | 312 |
|
|
2019
Q2 | $26K | Buy |
224
+48
| +27% | +$5.57K | 0.01% | 412 |
|
|
2019
Q1 | $18K | Sell |
176
-2,534
| -94% | -$259K | ﹤0.01% | 398 |
|
|
2018
Q4 | $241K | Buy |
2,710
+2,491
| +1,137% | +$222K | 0.08% | 168 |
|
|
2018
Q3 | $20K | Sell |
219
-2,788
| -93% | -$255K | ﹤0.01% | 361 |
|
|
2018
Q2 | $245K | Sell |
3,007
-274
| -8% | -$22.3K | 0.12% | 175 |
|
|
2018
Q1 | $276K | Buy |
3,281
+593
| +22% | +$49.9K | 0.13% | 184 |
|
|
2017
Q4 | $232K | Hold |
2,688
| – | – | 0.12% | 181 |
|
|
2017
Q3 | $210K | Hold |
2,688
| – | – | 0.11% | 209 |
|
|
2017
Q2 | $197K | Hold |
2,688
| – | – | 0.12% | 189 |
|
|
2017
Q1 | $196K | Sell |
2,688
-19,664
| -88% | -$1.43M | 0.13% | 166 |
|
|
2016
Q4 | $1.58M | Sell |
22,352
-5,730
| -20% | -$406K | 1.51% | 10 |
|
|
2016
Q3 | $1.79M | Buy |
28,082
+1,082
| +4% | +$69K | 1.18% | 16 |
|
|
2016
Q2 | $1.79M | Sell |
27,000
-4,000
| -13% | -$265K | 1.24% | 23 |
|
|
2016
Q1 | $1.83M | Buy |
+31,000
| New | +$1.83M | 1.2% | 18 |
|
|
2015
Q3 | $8K | Hold |
156
| – | – | ﹤0.01% | 359 |
|
|
2015
Q2 | $7K | Hold |
156
| – | – | ﹤0.01% | 394 |
|
|
2015
Q1 | $8K | Sell |
156
-104
| -40% | -$5.33K | ﹤0.01% | 374 |
|
|
2014
Q4 | $13K | Buy |
+260
| New | +$13K | ﹤0.01% | 399 |
|
|
2013
Q4 | $5.66M | Sell |
126,190
-16,826
| -12% | -$755K | 0.49% | 54 |
|
|
2013
Q3 | $5.9M | Sell |
143,016
-1,100
| -0.8% | -$45.4K | 0.45% | 43 |
|
|
2013
Q2 | $5.81M | Buy |
+144,116
| New | +$5.81M | 0.49% | 40 |
|