Capital Planning Advisors, LLC's ownership history for WM

Capital Planning Advisors, LLC currently holds 1.2K shares with a market value of $274.4K. It started holding WM on 2024-09-30. At its peak, it held 1.2K shares on 2025-12-31. Its highest holding value was $283.6K on 2025-03-31. At its lowest, it held 1.2K shares on 2024-09-30, with a value of $246.6K on 2024-12-31. In the recent 180 days, Capital Planning Advisors, LLC has increased its shares by 23. In the recent year, Capital Planning Advisors, LLC has increased its shares by 27.