RBO & Co’s Waste Management WM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $13.6M | Sell |
59,209
-638
| -1% | -$147K | 2.2% | 23 |
|
|
2025
Q4 | $13.1M | Buy |
59,847
+2,062
| +4% | +$439K | 2.09% | 25 |
|
|
2025
Q3 | $12.8M | Buy |
57,785
+2,054
| +4% | +$463K | 2% | 25 |
|
|
2025
Q2 | $12.8M | Buy |
55,731
+260
| +0.5% | +$60.3K | 2.04% | 23 |
|
|
2025
Q1 | $12.8M | Buy |
55,471
+264
| +0.5% | +$58.5K | 2.05% | 24 |
|
|
2024
Q4 | $11.1M | Buy |
55,207
+526
| +1% | +$113K | 1.82% | 29 |
|
|
2024
Q3 | $11.4M | Buy |
54,681
+51,681
| +1,723% | +$10.8M | 1.79% | 30 |
|
|
2024
Q2 | $640K | Hold |
3,000
| – | – | 0.11% | 42 |
|
|
2024
Q1 | $639K | Hold |
3,000
| – | – | 0.11% | 43 |
|
|
2023
Q4 | $537K | Hold |
3,000
| – | – | 0.09% | 47 |
|
|
2023
Q3 | $457K | Hold |
3,000
| – | – | 0.08% | 47 |
|
|
2023
Q2 | $520K | Hold |
3,000
| – | – | 0.09% | 46 |
|
|
2023
Q1 | $490K | Hold |
3,000
| – | – | 0.09% | 45 |
|
|
2022
Q4 | $471K | Hold |
3,000
| – | – | 0.08% | 44 |
|
|
2022
Q3 | $481K | Hold |
3,000
| – | – | 0.1% | 44 |
|
|
2022
Q2 | $459K | Hold |
3,000
| – | – | 0.08% | 46 |
|
|
2022
Q1 | $476K | Hold |
3,000
| – | – | 0.08% | 47 |
|
|
2021
Q4 | $501K | Hold |
3,000
| – | – | 0.08% | 50 |
|
|
2021
Q3 | $448K | Hold |
3,000
| – | – | 0.08% | 49 |
|
|
2021
Q2 | $420K | Hold |
3,000
| – | – | 0.07% | 51 |
|
|
2021
Q1 | $387K | Hold |
3,000
| – | – | 0.07% | 51 |
|
|
2020
Q4 | $354K | Hold |
3,000
| – | – | 0.07% | 44 |
|
|
2020
Q3 | $340K | Buy |
+3,000
| New | +$332K | 0.08% | 44 |
|
Other funds holding WM
VCM
VPM
