Number of Shares
9,623.00
Current Holdings Value*
$2.23 Mil
% of Portfolio
1.5%
Total Estimate Gain
$585,640.52
% of Total Estimate Gain
13.78%

PETERSON WEALTH MANAGEMENT's Waste Management Inc Holding Summary

As of 2025-03-31, PETERSON WEALTH MANAGEMENT held 9,623.00 shares of Waste Management Inc(WM), totaling $2.23 Mil. This investment constitutes 1.5% of their stock portfolio, and PETERSON WEALTH MANAGEMENT now holds 0% of the outstanding Waste Management Inc(WM) stock.

The initial trade took place in 2019Q4. And since then PETERSON WEALTH MANAGEMENT has made 13 purchases of WM, at an average price of $154.98, for a total of 27,424.00 shares. In addition, there have been 7 sales at an average price of $147.00 for 17,801.00 shares. Based on historical transaction data and WM's current price of $230.61, PETERSON WEALTH MANAGEMENT's estimated gain on his WM holdings is $585,640.52, reflecting a 13.78% gain to date.

PETERSON WEALTH MANAGEMENT WM ($230.61) Holding Chart

PETERSON WEALTH MANAGEMENT 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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