KWB Wealth's ownership history for WM

KWB Wealth currently holds 3.1K shares with a market value of $672.1K. It started holding WM on 2024-09-30. At its peak, it held 3.6K shares on 2025-06-30. Its highest holding value was $835.1K on 2025-06-30. At its lowest, it held 2.7K shares on 2024-09-30, with a value of $584.1K on 2024-09-30. In the recent 180 days, KWB Wealth has decreased its shares by 548. In the recent year, KWB Wealth has decreased its shares by 397.