Waste Management shares owned by WealthPlan Investment Management
Quarter-by-quarter ownership of Waste Management (WM) shares owned by WealthPlan Investment Management
from 13F filings
Historical chart of WealthPlan Investment Management investment in Waste Management
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Quarterly reported holdings in Waste Management by WealthPlan Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $352k | 1.5k | 229.76 |
| 2025-12-31 | $278k | 1.3k | 219.71 |
| 2025-09-30 | $259k | 1.2k | 220.83 |
| 2025-06-30 | $268k | 1.2k | 228.82 |
| 2025-03-31 | $255k | 1.1k | 231.51 |
| 2024-12-31 | $222k | 1.1k | 201.79 |
| 2024-09-30 | $208k | 1.0k | 207.60 |
| 2024-06-30 | $213k | 1.0k | 213.34 |
| 2024-03-31 | $213k | 1.0k | 213.15 |
| 2023-06-30 | $139k | 800 | 173.42 |
| 2023-03-31 | $131k | 800 | 163.17 |
| 2022-12-31 | $314k | 2.1k | 152.80 |
| 2022-09-30 | $271k | 1.6k | 165.34 |
| 2022-03-31 | $270k | 1.6k | 164.33 |
More positions owned by WealthPlan Investment Management
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