Waste Management shares owned by Heritage Wealth Advisors
Quarter-by-quarter ownership of Waste Management (WM) shares owned by Heritage Wealth Advisors
from 13F filings
Historical chart of Heritage Wealth Advisors investment in Waste Management
Tip: Access up to 7 years of quarterly data
All positions including Waste Management held by Heritage Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Waste Management by Heritage Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $566k | 2.8k | 201.79 |
| 2024-09-30 | $585k | 2.8k | 207.60 |
| 2024-06-30 | $590k | 2.8k | 213.34 |
| 2024-03-31 | $93k | 1.6k | 57.96 |
| 2023-12-31 | $672k | 3.8k | 179.11 |
| 2023-09-30 | $864k | 5.7k | 152.45 |
| 2023-06-30 | $1.3M | 7.3k | 173.42 |
| 2023-03-31 | $1.2M | 7.3k | 163.18 |
| 2022-12-31 | $1.1M | 7.0k | 156.87 |
| 2022-09-30 | $1.3M | 7.8k | 160.27 |
| 2022-06-30 | $1.2M | 7.7k | 152.96 |
| 2022-03-31 | $1.2M | 7.8k | 158.51 |
| 2021-12-31 | $1.3M | 8.0k | 166.90 |
| 2021-09-30 | $1.1M | 7.2k | 149.36 |
| 2021-06-30 | $1000k | 7.1k | 140.12 |
| 2021-03-31 | $865k | 6.7k | 129.02 |
| 2020-12-31 | $630k | 5.3k | 117.85 |
| 2020-09-30 | $585k | 5.2k | 113.16 |
| 2020-06-30 | $542k | 72k | 7.55 |
| 2020-03-31 | $435k | 4.7k | 92.55 |
| 2019-12-31 | $514k | 4.5k | 113.95 |
| 2019-09-30 | $387k | 3.4k | 114.97 |
| 2019-06-30 | $89k | 768 | 115.30 |
| 2019-03-31 | $13k | 121 | 103.91 |
| 2016-06-30 | $275k | 4.2k | 66.27 |
| 2016-03-31 | $245k | 4.2k | 59.04 |
| 2015-12-31 | $221k | 4.2k | 53.25 |
| 2015-09-30 | $215k | 4.3k | 49.95 |
| 2015-03-31 | $225k | 4.2k | 54.22 |
| 2014-12-31 | $214k | 4.2k | 51.57 |