Waste Management shares owned by Summit Financial Wealth Advisors
Quarter-by-quarter ownership of Waste Management (WM) shares owned by Summit Financial Wealth Advisors
from 13F filings
Historical chart of Summit Financial Wealth Advisors investment in Waste Management
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Quarterly reported holdings in Waste Management by Summit Financial Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $529k | 2.5k | 213.34 |
| 2024-03-31 | $529k | 2.5k | 213.15 |
| 2023-12-31 | $445k | 2.5k | 179.10 |
| 2023-09-30 | $421k | 2.5k | 169.36 |
| 2023-06-30 | $431k | 2.5k | 173.42 |
| 2023-03-31 | $501k | 3.1k | 163.17 |
| 2022-12-31 | $563k | 3.6k | 156.88 |
| 2022-09-30 | $568k | 3.6k | 158.22 |
| 2022-06-30 | $560k | 3.6k | 155.99 |
| 2022-03-31 | $508k | 3.2k | 158.60 |
| 2021-12-31 | $498k | 3.0k | 164.14 |
| 2021-09-30 | $476k | 3.2k | 149.50 |
| 2021-06-30 | $446k | 3.2k | 140.08 |
| 2021-03-31 | $375k | 3.2k | 117.78 |
| 2020-12-31 | $382k | 3.4k | 113.19 |
| 2020-09-30 | $425k | 3.8k | 110.59 |
| 2020-06-30 | $1.2M | 12k | 103.10 |
| 2020-03-31 | $1.1M | 12k | 91.33 |
| 2019-12-31 | $2.1M | 17k | 121.17 |
| 2019-09-30 | $3.2M | 28k | 116.33 |
| 2019-06-30 | $3.4M | 29k | 115.36 |
| 2019-03-31 | $3.8M | 36k | 104.01 |
| 2018-12-31 | $3.1M | 35k | 89.00 |
| 2018-09-30 | $3.1M | 35k | 88.43 |
| 2018-06-30 | $2.9M | 35k | 84.13 |
| 2018-03-31 | $1.7M | 20k | 84.13 |
| 2017-12-31 | $2.9M | 33k | 86.30 |
| 2017-09-30 | $2.6M | 33k | 78.26 |
| 2017-06-30 | $1.7M | 23k | 73.33 |
| 2015-06-30 | $37k | 802 | 46.13 |
| 2015-03-31 | $40k | 802 | 49.88 |
| 2014-12-31 | $62k | 1.2k | 51.45 |
More positions owned by Summit Financial Wealth Advisors
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