Ownership history in RBA Wealth Management, LLC · 22 quarters on record
This page tracks every 13F SEC filing in which RBA Wealth Management, LLC reported a position in WASTE MGMT INC DEL (WM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 32,026 | +189 | +0.6% | 2.38% | $7.0M | $218.84 |
| 2025 Q3 | ADDED | 31,837 | +166 | +0.5% | 2.43% | $7.0M | $219.11 |
| 2025 Q2 | REDUCED | 31,671 | -173 | -0.5% | 2.70% | $7.2M | $226.19 |
| 2025 Q1 | ADDED | 31,844 | +137 | +0.4% | 2.92% | $7.4M | $228.05 |
| 2024 Q4 | REDUCED | 31,707 | -140 | -0.4% | 2.44% | $6.4M | $198.04 |
| 2024 Q3 | ADDED | 31,847 | +209 | +0.7% | 2.55% | $6.6M | $203.06 |
| 2024 Q2 | ADDED | 31,638 | +12 | +0.0% | 2.70% | $6.7M | $207.92 |
| 2024 Q1 | REDUCED | 31,626 | -424 | -1.3% | 2.73% | $6.7M | $206.97 |
| 2023 Q4 | ADDED | 32,050 | +222 | +0.7% | 2.51% | $5.7M | $173.29 |
| 2023 Q3 | ADDED | 31,828 | +300 | +1.0% | 2.34% | $4.9M | $146.89 |
As of 2025 Q4 — sorted by position size