Allworth Financial’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
Q3 | $126K | Buy |
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|
2025
Q2 | $121K | Buy |
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|
2025
Q1 | $120K | Sell |
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|
2024
Q4 | $124K | Sell |
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|
2024
Q3 | $121K | Sell |
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|
2024
Q2 | $185K | Buy |
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|
2024
Q1 | $164K | Sell |
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|
2023
Q4 | $142K | Buy |
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|
2023
Q3 | $115K | Buy |
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|
2023
Q2 | $123K | Buy |
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|
2023
Q1 | $102K | Buy |
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|
2022
Q4 | $56.5K | Hold |
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|
2022
Q3 | $54K | Buy |
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|
2022
Q2 | $52K | Sell |
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|
2022
Q1 | $63K | Sell |
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|
2021
Q4 | $138K | Sell |
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|
2021
Q3 | $164K | Buy |
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