Number of Shares
104,306.00
Current Holdings Value*
$9.65 Mil
% of Portfolio
2.45%
Total Estimate Gain
$13.38 Mil
% of Total Estimate Gain
112.97%

Willingdon Wealth Management's Waste Management Inc Holding Summary

As of 2020-03-31, Willingdon Wealth Management held 104,306.00 shares of Waste Management Inc(WM), totaling $9.65 Mil. This investment constitutes 2.45% of their stock portfolio, and Willingdon Wealth Management now holds 0.03% of the outstanding Waste Management Inc(WM) stock.

The initial trade took place in 2014Q1. And since then Willingdon Wealth Management has made 10 purchases of WM, at an average price of $90.41, for a total of 131,030.00 shares. In addition, there have been 3 sales at an average price of $53.73 for 26,724.00 shares. Based on historical transaction data and WM's current price of $228.12, Willingdon Wealth Management's estimated gain on his WM holdings is $13.38 Mil, reflecting a 112.97% gain to date.

Willingdon Wealth Management WM ($228.12) Holding Chart

Willingdon Wealth Management 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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