Waste Management shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Quarter-by-quarter ownership of Waste Management (WM) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
from 13F filings
Historical chart of Annex Advisory Services, LLC, d/b/a Annex Wealth Management investment in Waste Management
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All positions including Waste Management held by Annex Advisory Services, LLC, d/b/a Annex Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Waste Management by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $436k | 2.0k | 213.18 |
2023-09-30 | $253k | 1.7k | 152.45 |
2022-06-30 | $237k | 1.5k | 153.00 |
2022-03-31 | $225k | 1.4k | 158.23 |
2021-12-31 | $236k | 1.4k | 166.90 |
2021-09-30 | $204k | 1.4k | 149.34 |
More positions owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
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