SA
SL Advisors’s Waste Management WM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $690K | Sell |
3,016
-4,702
| -61% | -$1.08M | 1.24% | 20 |
|
|
2025
Q1 | $1.32M | Buy |
7,718
+4,593
| +147% | +$786K | 2.31% | 14 |
|
|
2024
Q4 | $631K | Sell |
3,125
-110
| -3% | -$22.2K | 1.04% | 23 |
|
|
2024
Q3 | $672K | Buy |
3,235
+13
| +0.4% | +$2.7K | 1.21% | 21 |
|
|
2024
Q2 | $687K | Sell |
3,222
-142
| -4% | -$30.3K | 1.36% | 20 |
|
|
2024
Q1 | $717K | Buy |
3,364
+27
| +0.8% | +$5.76K | 1.41% | 20 |
|
|
2023
Q4 | $598K | Sell |
3,337
-410
| -11% | -$73.4K | 1.29% | 21 |
|
|
2023
Q3 | $571K | Sell |
3,747
-40
| -1% | -$6.1K | 0.77% | 23 |
|
|
2023
Q2 | $657K | Hold |
3,787
| – | – | 1.48% | 20 |
|
|
2023
Q1 | $618K | Sell |
3,787
-170
| -4% | -$27.7K | 1.32% | 23 |
|
|
2022
Q4 | $621K | Hold |
3,957
| – | – | 1.37% | 22 |
|
|
2022
Q3 | $634K | Sell |
3,957
-38
| -1% | -$6.09K | 1.57% | 21 |
|
|
2022
Q2 | $611K | Buy |
3,995
+21
| +0.5% | +$3.21K | 1.46% | 20 |
|
|
2022
Q1 | $630K | Sell |
3,974
-214
| -5% | -$33.9K | 1.29% | 21 |
|
|
2021
Q4 | $699K | Sell |
4,188
-197
| -4% | -$32.9K | 1.72% | 17 |
|
|
2021
Q3 | $655K | Sell |
4,385
-45
| -1% | -$6.72K | 1.66% | 18 |
|
|
2021
Q2 | $621K | Sell |
4,430
-145
| -3% | -$20.3K | 1.58% | 21 |
|
|
2021
Q1 | $590K | Sell |
4,575
-439
| -9% | -$56.6K | 1.78% | 20 |
|
|
2020
Q4 | $591K | Sell |
5,014
-588
| -10% | -$69.3K | 1.91% | 21 |
|
|
2020
Q3 | $634K | Buy |
5,602
+472
| +9% | +$53.4K | 2.31% | 17 |
|
|
2020
Q2 | $543K | Sell |
5,130
-308
| -6% | -$32.6K | 2.06% | 18 |
|
|
2020
Q1 | $503K | Sell |
5,438
-2,193
| -29% | -$203K | 2.19% | 17 |
|
|
2019
Q4 | $870K | Sell |
7,631
-63
| -0.8% | -$7.18K | 2.15% | 16 |
|
|
2019
Q3 | $885K | Sell |
7,694
-998
| -11% | -$115K | 1.71% | 20 |
|
|
2019
Q2 | $1M | Buy |
8,692
+30
| +0.3% | +$3.46K | 1.74% | 18 |
|
|
2019
Q1 | $900K | Sell |
8,662
-346
| -4% | -$36K | 1.39% | 21 |
|
|
2018
Q4 | $802K | Hold |
9,008
| – | – | 1.65% | 22 |
|
|
2018
Q3 | $814K | Buy |
9,008
+1,532
| +20% | +$138K | 1.5% | 22 |
|
|
2018
Q2 | $608K | Sell |
7,476
-4,910
| -40% | -$399K | 1.36% | 24 |
|
|
2018
Q1 | $1.04M | Sell |
12,386
-994
| -7% | -$83.6K | 2.07% | 16 |
|
|
2017
Q4 | $1.15M | Sell |
13,380
-306
| -2% | -$26.4K | 1.97% | 15 |
|
|
2017
Q3 | $1.07M | Buy |
13,686
+14
| +0.1% | +$1.1K | 0.49% | 25 |
|
|
2017
Q2 | $1M | Buy |
13,672
+150
| +1% | +$11K | 0.52% | 28 |
|
|
2017
Q1 | $986K | Sell |
13,522
-291
| -2% | -$21.2K | 0.56% | 26 |
|
|
2016
Q4 | $980K | Buy |
13,813
+100
| +0.7% | +$7.1K | 0.66% | 25 |
|
|
2016
Q3 | $872K | Sell |
13,713
-1,528
| -10% | -$97.2K | 0.7% | 28 |
|
|
2016
Q2 | $1.01M | Buy |
+15,241
| New | +$1.01M | 0.94% | 32 |
|