Ownership history in Circle Wealth Management, LLC Β· 9 quarters on record
This page tracks every 13F SEC filing in which Circle Wealth Management, 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 β sourced directly from SEC EDGAR 13F filings.
π Circle Wealth Management, LLC outperformed the S&P 500 by +5.5% annually on this WM position. Timing score: 50% (3/6 decisions correct). Average cost basis: $126.22. Maximum drawdown during holding period: β3.9%.
π₯ Exceptional β beat the S&P 500 by 5.5% per year on this position.
8 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
3 of 6 add/trim decisions correct
Best entry: $108.57 (2020 Q4) Β· Worst: $226.19 (2025 Q2)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
3 adds Β· 4 trims. Bought during 1 of 3 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.0% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size