Ownership history in Clarus Wealth Advisors · 8 quarters on record
This page tracks every 13F SEC filing in which Clarus Wealth Advisors 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) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | ADDED | 1,302 | +201 | +18.3% | 0.13% | $286K | $219.11 |
| 2025 Q2 | REDUCED | 1,101 | -83 | -7.0% | 0.11% | $248K | $226.19 |
| 2025 Q1 | REDUCED | 1,184 | -37 | -3.0% | 0.14% | $266K | $228.05 |
| 2022 Q1 | ADDED | 1,221 | +435 | +55.3% | 0.12% | $200K | $148.92 |
| 2019 Q2 | ADDED | 786 | +360 | +84.5% | 0.07% | $91K | $103.31 |
| 2019 Q1 | REDUCED | 426 | -54 | -11.2% | 0.03% | $44K | $92.63 |
| 2018 Q3 | ADDED | 480 | +11 | +2.3% | 0.03% | $43K | $79.73 |
| 2018 Q2 | INITIATED | 469 | — | — | 0.03% | $39K | — |
As of 2025 Q4 — sorted by position size