Waste Management shares owned by Xcel Wealth Management
Quarter-by-quarter ownership of Waste Management (WM) shares owned by Xcel Wealth Management
from 13F filings
Historical chart of Xcel Wealth Management investment in Waste Management
Tip: Access up to 7 years of quarterly data
All positions including Waste Management held by Xcel Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Waste Management by Xcel Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $585k | 2.9k | 201.79 |
| 2024-09-30 | $602k | 2.9k | 207.60 |
| 2024-06-30 | $619k | 2.9k | 213.34 |
| 2024-03-31 | $641k | 3.0k | 213.15 |
| 2023-12-31 | $539k | 3.0k | 179.08 |
| 2023-09-30 | $458k | 3.0k | 152.45 |
| 2023-06-30 | $503k | 2.9k | 173.42 |
| 2023-03-31 | $473k | 2.9k | 163.17 |
| 2022-12-31 | $432k | 2.8k | 156.88 |
| 2022-09-30 | $538k | 3.4k | 160.36 |
| 2022-06-30 | $513k | 3.4k | 152.91 |
| 2022-03-31 | $2.7M | 17k | 158.51 |
| 2021-12-31 | $2.8M | 17k | 166.92 |
| 2021-09-30 | $2.6M | 18k | 149.35 |
| 2021-06-30 | $2.5M | 18k | 140.12 |
| 2021-03-31 | $2.3M | 18k | 129.01 |
| 2020-12-31 | $1.6M | 14k | 117.91 |
| 2020-09-30 | $1.6M | 14k | 113.11 |
| 2020-06-30 | $1.5M | 14k | 105.84 |
| 2020-03-31 | $975k | 11k | 92.50 |
| 2019-12-31 | $921k | 8.1k | 113.84 |
| 2019-09-30 | $930k | 8.1k | 114.96 |
| 2019-06-30 | $1.0M | 8.7k | 115.30 |
| 2019-03-31 | $1.4M | 14k | 103.87 |
| 2018-12-31 | $1.5M | 16k | 88.93 |
More positions owned by Xcel Wealth Management
Home Depot (HD)
View all positions for Xcel Wealth Management