Waste Management shares owned by Phillips Wealth Planners
Quarter-by-quarter ownership of Waste Management (WM) shares owned by Phillips Wealth Planners
from 13F filings
Historical chart of Phillips Wealth Planners investment in Waste Management
Tip: Access up to 7 years of quarterly data
All positions including Waste Management held by Phillips Wealth Planners consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Waste Management by Phillips Wealth Planners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $309k | 1.4k | 217.69 |
| 2025-06-30 | $276k | 1.2k | 224.87 |
| 2025-03-31 | $285k | 1.2k | 229.38 |
| 2024-12-31 | $260k | 1.3k | 207.25 |
| 2024-09-30 | $259k | 1.2k | 213.14 |
| 2024-06-30 | $262k | 1.2k | 211.18 |
| 2024-03-31 | $259k | 1.3k | 204.98 |
| 2023-12-31 | $275k | 1.5k | 183.51 |
| 2023-09-30 | $206k | 1.3k | 157.07 |
| 2023-06-30 | $232k | 1.3k | 173.42 |
| 2023-03-31 | $235k | 1.4k | 166.79 |
| 2022-12-31 | $216k | 1.4k | 152.78 |
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