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Advisornet Financial’s Casella Waste Systems CWST Stock Holding History

Advisornet Financial’s Portfolio CWST Stock Details CWST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-71
Closed -$6.74K – 2273
2025
Q3 		$6.74K Hold
71
– – ﹤0.01% 1630
2025
Q2 		$8.19K Buy
71
+20
+39% +$2.31K ﹤0.01% 1537
2025
Q1 		$5.69K Sell
51
-2
-4% -$219 ﹤0.01% 1584
2024
Q4 		$5.61K Buy
53
+3
+6% +$317 ﹤0.01% 1455
2024
Q3 		$4.97K Hold
50
– – ﹤0.01% 1584
2024
Q2 		$4.96K Hold
50
– – ﹤0.01% 1467
2024
Q1 		$4.94K Sell
50
-59
-54% -$5.29K ﹤0.01% 1440
2023
Q4 		$9.31K Buy
109
+3
+3% +$241 ﹤0.01% 1326
2023
Q3 		$8.09K Sell
106
-2
-2% -$164 ﹤0.01% 1290
2023
Q2 		$9.77K Buy
108
+2
+2% +$178 ﹤0.01% 1331
2023
Q1 		$8.76K Sell
106
-2
-2% -$158 ﹤0.01% 1343
2022
Q4 		$8.56K Buy
+108
New +$8.67K ﹤0.01% 1339

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WA
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CCA
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Invesco
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Capital Research Global Investors
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State Street
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Capital International Investors
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T. Rowe Price Investment Management
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Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return