Ownership history in CIC Wealth, LLC · 8 quarters on record
This page tracks every 13F SEC filing in which CIC Wealth, LLC reported a position in WASTE MGMT INC DEL (WM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2024 Q3 | ADDED | 32,488 | +372 | +1.2% | 1.74% | $6.7M | $203.06 |
| 2024 Q2 | REDUCED | 32,116 | -237 | -0.7% | 1.89% | $6.9M | $207.92 |
| 2024 Q1 | REDUCED | 32,353 | -510 | -1.6% | 2.01% | $6.9M | $206.97 |
| 2023 Q4 | REDUCED | 32,863 | -647 | -1.9% | 1.87% | $5.9M | $173.29 |
| 2023 Q3 | REDUCED | 33,510 | -323 | -1.0% | 1.83% | $5.1M | $146.89 |
| 2023 Q2 | REDUCED | 33,833 | -47 | -0.1% | 2.03% | $5.9M | $166.35 |
| 2023 Q1 | ADDED | 33,880 | +12 | +0.0% | 2.08% | $5.5M | $155.84 |
| 2022 Q4 | INITIATED | 33,868 | — | — | 2.19% | $5.3M | — |
As of 2025 Q4 — sorted by position size