Waste Management shares owned by Lakeshore Financial Planning
Quarter-by-quarter ownership of Waste Management (WM) shares owned by Lakeshore Financial Planning
from 13F filings
Historical chart of Lakeshore Financial Planning investment in Waste Management
Tip: Access up to 7 years of quarterly data
All positions including Waste Management held by Lakeshore Financial Planning consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Waste Management by Lakeshore Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $435k | 2.0k | 220.85 |
| 2025-06-30 | $451k | 2.0k | 228.80 |
| 2025-03-31 | $456k | 2.0k | 231.58 |
| 2024-12-31 | $397k | 2.0k | 201.85 |
| 2024-09-30 | $377k | 1.8k | 207.67 |
| 2024-06-30 | $388k | 1.8k | 213.41 |
| 2024-03-31 | $387k | 1.8k | 213.22 |
| 2023-09-30 | $277k | 1.8k | 152.45 |
More positions owned by Lakeshore Financial Planning
View all positions for Lakeshore Financial Planning