U S WEALTH GROUP, LLC. WM Holdings History
Number of Shares
1,022.00
Current Holdings Value*
$236,610.00
% of Portfolio
0.23%
Total Estimate Gain
$5,743.64
% of Total Estimate Gain
2.54%
U S WEALTH GROUP, LLC.'s Waste Management Inc Holding Summary
As of 2025-03-31, U S WEALTH GROUP, LLC. held 1,022.00 shares of Waste Management Inc(WM), totaling $236,610.00. This investment constitutes 0.23% of their stock portfolio, and U S WEALTH GROUP, LLC. now holds 0% of the outstanding Waste Management Inc(WM) stock.
The initial trade took place in 2025Q1. And since then U S WEALTH GROUP, LLC. has made 1 purchases of WM, at an average price of $221.47, for a total of 1,022.00 shares. Based on historical transaction data and WM's current price of $227.09, U S WEALTH GROUP, LLC.'s estimated gain on his WM holdings is $5,743.64, reflecting a 2.54% gain to date.
U S WEALTH GROUP, LLC. WM ($227.09) Holding Chart
U S WEALTH GROUP, LLC. WM ($227.09) 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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