Number of Shares
31,495.00
Current Holdings Value*
$7.29 Mil
% of Portfolio
2.96%
Total Estimate Gain
$6.27 Mil
% of Total Estimate Gain
36.31%

Wealth Advisors of Tampa Bay, LLC's Waste Management Inc Holding Summary

As of 2025-03-31, Wealth Advisors of Tampa Bay, LLC held 31,495.00 shares of Waste Management Inc(WM), totaling $7.29 Mil. This investment constitutes 2.96% of their stock portfolio, and Wealth Advisors of Tampa Bay, LLC now holds 0.01% of the outstanding Waste Management Inc(WM) stock.

The initial trade took place in 2018Q2. And since then Wealth Advisors of Tampa Bay, LLC has made 10 purchases of WM, at an average price of $125.29, for a total of 137,790.00 shares. In addition, there have been 18 sales at an average price of $153.78 for 106,295.00 shares. Based on historical transaction data and WM's current price of $228.12, Wealth Advisors of Tampa Bay, LLC's estimated gain on his WM holdings is $6.27 Mil, reflecting a 36.31% gain to date.

Wealth Advisors of Tampa Bay, LLC WM ($228.12) Holding Chart

Wealth Advisors of Tampa Bay, 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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