Circle Wealth Management, LLC's ownership history for WM

Circle Wealth Management, LLC currently holds 978 shares with a market value of $215.9K. It started holding WM on 2024-09-30. At its peak, it held 1.2K shares on 2025-06-30. Its highest holding value was $269.5K on 2025-06-30. At its lowest, it held 966 shares on 2024-09-30, with a value of $200.5K on 2024-09-30. In the recent 180 days, Circle Wealth Management, LLC has increased its shares by 12.