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

Beta Wealth Group, Inc. currently holds 2.4K shares with a market value of $535.8K. 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 2.4K shares on 2025-12-31, with a value of $535.8K on 2025-12-31. In the recent 180 days, Beta Wealth Group, Inc. has decreased its shares by 9.2K. In the recent year, Beta Wealth Group, Inc. has decreased its shares by 13.3K.