AE Wealth Management’s Casella Waste Systems CWST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $321K | Sell |
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|
2025
Q1 | $358K | Sell |
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|
2024
Q4 | $374K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $1.33M | Sell |
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|
2023
Q3 | $6.16M | Buy |
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|
2023
Q2 | $7.11M | Sell |
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|
2023
Q1 | $7.3M | Sell |
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|
2022
Q4 | $7.34M | Sell |
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|
2022
Q3 | $7.37M | Sell |
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|
2022
Q2 | $8.14M | Sell |
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|
2022
Q1 | $10.3M | Sell |
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|
2021
Q4 | $12.2M | Sell |
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|
2021
Q3 | $11.7M | Buy |
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|
2021
Q2 | $9.17M | Buy |
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