Number of Shares
67,075.00
Current Holdings Value*
$15.53 Mil
% of Portfolio
2.37%
Total Estimate Gain
$4.37 Mil
% of Total Estimate Gain
38.12%

JAMISON PRIVATE WEALTH MANAGEMENT, INC.'s Waste Management Inc Holding Summary

As of 2025-03-31, JAMISON PRIVATE WEALTH MANAGEMENT, INC. held 67,075.00 shares of Waste Management Inc(WM), totaling $15.53 Mil. This investment constitutes 2.37% of their stock portfolio, and JAMISON PRIVATE WEALTH MANAGEMENT, INC. now holds 0.02% of the outstanding Waste Management Inc(WM) stock.

The initial trade took place in 2023Q3. And since then JAMISON PRIVATE WEALTH MANAGEMENT, INC. has made 3 purchases of WM, at an average price of $162.33, for a total of 70,684.00 shares. In addition, there have been 3 sales at an average price of $191.67 for 3,609.00 shares. Based on historical transaction data and WM's current price of $225.96, JAMISON PRIVATE WEALTH MANAGEMENT, INC.'s estimated gain on his WM holdings is $4.37 Mil, reflecting a 38.12% gain to date.

JAMISON PRIVATE WEALTH MANAGEMENT, INC. WM ($225.96) Holding Chart

JAMISON PRIVATE WEALTH MANAGEMENT, INC. WM ($225.96) 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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