Waste Management shares owned by Capital Planning Advisors
Quarter-by-quarter ownership of Waste Management (WM) shares owned by Capital Planning Advisors
from 13F filings
Historical chart of Capital Planning Advisors investment in Waste Management
Tip: Access up to 7 years of quarterly data
All positions including Waste Management held by Capital Planning Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Waste Management by Capital Planning Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $225k | 1.3k | 179.10 |
2023-06-30 | $219k | 1.3k | 173.42 |
2023-03-31 | $240k | 1.5k | 163.17 |
2022-12-31 | $209k | 1.3k | 156.88 |
2022-09-30 | $223k | 1.4k | 160.32 |
2022-06-30 | $206k | 1.3k | 153.16 |
2022-03-31 | $204k | 1.3k | 158.75 |
2021-12-31 | $232k | 1.4k | 167.15 |
2017-06-30 | $208k | 2.8k | 73.19 |
2017-03-31 | $222k | 3.0k | 73.03 |
2016-12-31 | $216k | 3.0k | 71.05 |
2016-09-30 | $207k | 3.2k | 63.89 |
2016-06-30 | $221k | 3.3k | 66.17 |
2016-03-31 | $212k | 3.6k | 58.89 |