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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Quarterly 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 |
|---|---|---|---|
| 2025-09-30 | $5.7M | 26k | 220.83 |
| 2025-06-30 | $5.9M | 26k | 228.82 |
| 2025-03-31 | $551k | 2.4k | 231.50 |
| 2024-12-31 | $297k | 1.5k | 201.76 |
| 2024-09-30 | $305k | 1.5k | 207.54 |
| 2024-06-30 | $341k | 1.6k | 213.39 |
| 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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