Waste Management shares owned by Kingswood Wealth Advisors
Quarter-by-quarter ownership of Waste Management (WM) shares owned by Kingswood Wealth Advisors
from 13F filings
Historical chart of Kingswood Wealth Advisors investment in Waste Management
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Quarterly reported holdings in Waste Management by Kingswood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.1M | 9.4k | 220.83 |
| 2025-06-30 | $2.3M | 10k | 228.82 |
| 2025-03-31 | $1.8M | 7.7k | 231.65 |
| 2024-12-31 | $1.6M | 7.9k | 201.79 |
| 2024-09-30 | $2.9M | 14k | 207.53 |
| 2024-06-30 | $2.6M | 12k | 213.34 |
| 2024-03-31 | $2.4M | 11k | 213.15 |
| 2023-12-31 | $2.1M | 12k | 179.10 |
| 2023-09-30 | $1.7M | 3.3k | 515.47 |
| 2023-06-30 | $783k | 4.5k | 173.42 |