Number of Shares
7,211.00
Current Holdings Value*
$1.67 Mil
% of Portfolio
1.24%
Total Estimate Gain
$106,540.04
% of Total Estimate Gain
6.85%

CAPITAL & PLANNING, LLC's Waste Management Inc Holding Summary

As of 2025-03-31, CAPITAL & PLANNING, LLC held 7,211.00 shares of Waste Management Inc(WM), totaling $1.67 Mil. This investment constitutes 1.24% of their stock portfolio, and CAPITAL & PLANNING, LLC now holds 0% of the outstanding Waste Management Inc(WM) stock.

The initial trade took place in 2024Q4. And since then CAPITAL & PLANNING, LLC has made 1 purchases of WM, at an average price of $215.84, for a total of 7,211.00 shares. Based on historical transaction data and WM's current price of $230.61, CAPITAL & PLANNING, LLC's estimated gain on his WM holdings is $106,540.04, reflecting a 6.85% gain to date.

CAPITAL & PLANNING, LLC WM ($230.61) Holding Chart

CAPITAL & PLANNING, LLC WM ($230.61) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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