Waste Management shares owned by Up Strategic Wealth Investment Advisors
Quarter-by-quarter ownership of Waste Management (WM) shares owned by Up Strategic Wealth Investment Advisors
from 13F filings
Historical chart of Up Strategic Wealth Investment Advisors investment in Waste Management
Tip: Access up to 7 years of quarterly data
All positions including Waste Management held by Up Strategic Wealth Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Waste Management by Up Strategic Wealth Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $310k | 1.5k | 213.69 |
| 2025-06-30 | $322k | 1.4k | 228.82 |
| 2025-03-31 | $338k | 1.5k | 231.51 |
| 2024-12-31 | $286k | 1.4k | 201.79 |
| 2024-09-30 | $255k | 1.2k | 207.60 |
| 2024-06-30 | $241k | 1.1k | 213.34 |
| 2024-03-31 | $241k | 1.1k | 213.15 |
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