Beta Wealth Group, Inc.'s ownership history for WM

Beta Wealth Group, Inc. currently holds 2.8K shares with a market value of $621.0K. It started holding WM on 2024-09-30. At its peak, it held 19.4K shares on 2025-03-31. Its highest holding value was $4.5M on 2025-03-31. At its lowest, it held 2.8K shares on 2025-09-30, with a value of $621.0K on 2025-09-30. In the recent 180 days, Beta Wealth Group, Inc. has decreased its shares by 16.6K.