Waste Management shares owned by Shepherd Financial Partners
Quarter-by-quarter ownership of Waste Management (WM) shares owned by Shepherd Financial Partners
from 13F filings
Historical chart of Shepherd Financial Partners investment in Waste Management
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Quarterly reported holdings in Waste Management by Shepherd Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $744k | 3.4k | 220.80 |
| 2025-06-30 | $771k | 3.4k | 228.80 |
| 2025-03-31 | $780k | 3.4k | 231.50 |
| 2024-12-31 | $679k | 3.4k | 201.80 |
| 2024-09-30 | $700k | 3.4k | 207.62 |
| 2024-06-30 | $719k | 3.4k | 213.37 |
| 2024-03-31 | $718k | 3.4k | 213.13 |
| 2023-12-31 | $603k | 3.4k | 179.09 |
| 2023-09-30 | $513k | 3.4k | 152.44 |
| 2023-06-30 | $572k | 3.3k | 173.42 |
| 2023-03-31 | $530k | 3.3k | 163.17 |
| 2022-12-31 | $510k | 3.2k | 156.88 |
| 2022-09-30 | $520k | 3.2k | 160.10 |
| 2022-06-30 | $479k | 3.1k | 152.94 |
| 2022-03-31 | $496k | 3.1k | 158.42 |
| 2021-12-31 | $519k | 3.1k | 167.04 |
| 2021-09-30 | $461k | 3.1k | 149.09 |
| 2021-06-30 | $433k | 3.1k | 140.08 |
| 2021-03-31 | $399k | 3.1k | 129.13 |
| 2020-12-31 | $365k | 3.1k | 118.16 |
| 2020-09-30 | $327k | 3.1k | 105.93 |
| 2020-06-30 | $327k | 3.1k | 105.93 |
| 2020-03-31 | $289k | 3.1k | 92.87 |
| 2019-12-31 | $355k | 3.1k | 114.11 |
| 2019-09-30 | $357k | 3.1k | 115.01 |
| 2019-06-30 | $392k | 3.4k | 115.43 |
| 2019-03-31 | $361k | 3.5k | 103.86 |
| 2018-12-31 | $300k | 3.4k | 88.92 |
| 2018-09-30 | $269k | 3.3k | 81.22 |
| 2018-06-30 | $270k | 3.3k | 81.52 |
| 2018-03-31 | $280k | 3.3k | 84.57 |
| 2017-12-31 | $236k | 2.7k | 86.16 |
| 2017-09-30 | $210k | 2.7k | 76.67 |
| 2017-06-30 | $202k | 2.7k | 73.75 |
| 2017-03-31 | $201k | 2.7k | 73.38 |
More positions owned by Shepherd Financial Partners
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