Professional Planning

SEC CIK: 0001740871
Latest filing: Nov 15, 2021

SEC filings (opens in a new tab)

WM holding history

Waste Management Inc in every 13F filed by Professional Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WM overview All 13F holders of WM Full Q3 2021 holdings

Shares (Q3 2021): 5,593
Value: $835.0K
% of portfolio: 0.4%
Quarters held: 3; Since Q1 2021

Holdings of WM by Professional Planning, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2021	5,593	$835.0K	0.4%	−53−0.9%	Reduced	Holders
Q2 2021	5,646	$791.0K	0.4%	−469−7.7%	Reduced	Holders
Q1 2021	6,115	$788.0K	0.4%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.