Kozak & Associates, Inc. WM Holdings History
Number of Shares
4,052.00
Current Holdings Value*
$914,740.00
% of Portfolio
0.19%
Total Estimate Gain
$-16,603.32
% of Total Estimate Gain
-1.77%
Kozak & Associates, Inc.'s Waste Management Inc Holding Summary
As of 2025-06-30, Kozak & Associates, Inc. held 4,052.00 shares of Waste Management Inc(WM), totaling $914,740.00. This investment constitutes 0.19% of their stock portfolio, and Kozak & Associates, Inc. now holds 0% of the outstanding Waste Management Inc(WM) stock.
The initial trade took place in 2024Q3. And since then Kozak & Associates, Inc. has made 3 purchases of WM, at an average price of $231.42, for a total of 4,052.00 shares. Based on historical transaction data and WM's current price of $227.32, Kozak & Associates, Inc.'s estimated gain on his WM holdings is $-16,603.32, reflecting a -1.77% gain to date.
Kozak & Associates, Inc. WM ($227.32) Holding Chart
Kozak & Associates, Inc. WM ($227.32) 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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