Waste Management shares owned by Summit Financial
Quarter-by-quarter ownership of Waste Management (WM) shares owned by Summit Financial
from 13F filings
Historical chart of Summit Financial investment in Waste Management
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Quarterly reported holdings in Waste Management by Summit Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $3.1M | 15k | 213.15 |
| 2023-12-31 | $2.7M | 15k | 179.10 |
| 2023-09-30 | $2.3M | 15k | 152.44 |
| 2023-06-30 | $2.6M | 15k | 173.42 |
| 2023-03-31 | $2.5M | 15k | 163.17 |
| 2022-12-31 | $2.4M | 15k | 156.88 |
| 2022-09-30 | $2.5M | 15k | 160.22 |
| 2022-06-30 | $2.4M | 16k | 152.98 |
| 2022-03-31 | $2.4M | 16k | 158.47 |
| 2021-12-31 | $2.7M | 16k | 166.92 |
| 2021-09-30 | $2.4M | 16k | 149.34 |
| 2021-06-30 | $2.2M | 16k | 140.10 |
| 2021-03-31 | $2.1M | 16k | 129.03 |
| 2020-12-31 | $2.0M | 17k | 117.94 |
| 2020-09-30 | $1.9M | 17k | 113.15 |
| 2020-06-30 | $1.8M | 17k | 105.89 |
| 2020-03-31 | $1.5M | 17k | 92.56 |
| 2019-12-31 | $1.9M | 17k | 113.96 |
| 2019-09-30 | $1.9M | 17k | 115.00 |
| 2019-06-30 | $2.1M | 19k | 115.36 |
| 2019-03-31 | $2.0M | 20k | 103.93 |
| 2018-12-31 | $1.7M | 20k | 88.98 |
| 2018-09-30 | $1.8M | 20k | 90.34 |
| 2018-06-30 | $1.6M | 20k | 81.33 |
| 2018-03-31 | $1.6M | 19k | 84.12 |
| 2017-12-31 | $1.6M | 18k | 86.33 |
| 2017-09-30 | $1.4M | 18k | 78.25 |
| 2017-06-30 | $1.3M | 18k | 73.37 |