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
$6,796.30
% of Total Estimate Gain
3.00%

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 $228.12, U S WEALTH GROUP, LLC.'s estimated gain on his WM holdings is $6,796.30, reflecting a 3.00% gain to date.

U S WEALTH GROUP, LLC. WM ($228.12) Holding Chart

U S WEALTH GROUP, LLC. WM ($228.12) 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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