Waste Management shares owned by Kellett Schaffner Wealth Advisors
Quarter-by-quarter ownership of Waste Management (WM) shares owned by Kellett Schaffner Wealth Advisors
from 13F filings
Historical chart of Kellett Schaffner Wealth Advisors investment in Waste Management
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All positions including Waste Management held by Kellett Schaffner Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Waste Management by Kellett Schaffner Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $265k | 1.2k | 220.83 |
| 2025-06-30 | $229k | 1.0k | 228.82 |
| 2025-03-31 | $232k | 1.0k | 231.51 |
| 2024-09-30 | $218k | 1.1k | 207.60 |
| 2024-06-30 | $224k | 1.1k | 213.34 |
| 2024-03-31 | $224k | 1.1k | 213.15 |
| 2023-06-30 | $209k | 1.2k | 173.42 |
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