Ownership history in First Personal Financial Services · 40 quarters on record
This page tracks every 13F SEC filing in which First Personal Financial Services 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 | REDUCED | 66,080 | -1,194 | -1.8% | 2.90% | $13.7M | $203.06 |
| 2024 Q2 | ADDED | 67,274 | +460 | +0.7% | 3.25% | $14.4M | $207.92 |
| 2024 Q1 | REDUCED | 66,814 | -2,054 | -3.0% | 3.30% | $14.2M | $206.97 |
| 2023 Q4 | REDUCED | 68,868 | -704 | -1.0% | 3.00% | $12.3M | $173.29 |
| 2023 Q3 | ADDED | 69,572 | +1,604 | +2.4% | 2.76% | $10.6M | $146.89 |
| 2023 Q2 | ADDED | 67,968 | +1,025 | +1.5% | 2.93% | $11.8M | $166.35 |
| 2023 Q1 | ADDED | 66,943 | +908 | +1.4% | 2.83% | $10.9M | $155.84 |
| 2022 Q4 | ADDED | 66,035 | +2,031 | +3.2% | 2.81% | $10.4M | $149.14 |
| 2022 Q3 | REDUCED | 64,004 | -644 | -1.0% | 2.98% | $10.3M | $151.71 |
| 2022 Q2 | REDUCED | 64,648 | -1,139 | -1.7% | 2.77% | $9.9M | $144.32 |
As of 2025 Q4 — sorted by position size