Number of Shares
111,779.00
Current Holdings Value*
$25.88 Mil
% of Portfolio
2.32%
Total Estimate Gain
$18.18 Mil
% of Total Estimate Gain
189.46%

WEATHERLY ASSET MANAGEMENT L. P.'s Waste Management Inc Holding Summary

As of 2025-03-31, WEATHERLY ASSET MANAGEMENT L. P. held 111,779.00 shares of Waste Management Inc(WM), totaling $25.88 Mil. This investment constitutes 2.32% of their stock portfolio, and WEATHERLY ASSET MANAGEMENT L. P. now holds 0.03% of the outstanding Waste Management Inc(WM) stock.

The initial trade took place in 2013Q4. And since then WEATHERLY ASSET MANAGEMENT L. P. has made 23 purchases of WM, at an average price of $72.42, for a total of 132,500.00 shares. In addition, there have been 16 sales at an average price of $102.26 for 20,721.00 shares. Based on historical transaction data and WM's current price of $229.52, WEATHERLY ASSET MANAGEMENT L. P.'s estimated gain on his WM holdings is $18.18 Mil, reflecting a 189.46% gain to date.

WEATHERLY ASSET MANAGEMENT L. P. WM ($229.52) Holding Chart

WEATHERLY ASSET MANAGEMENT L. P. WM ($229.52) 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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