Avantax Advisory Services’s Casella Waste Systems CWST Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.51M Buy
13,044
+540
+4% +$62.3K 0.01% 939
2025
Q1
$1.39M Buy
12,504
+461
+4% +$51.4K 0.01% 926
2024
Q4
$1.27M Sell
12,043
-762
-6% -$80.6K 0.01% 934
2024
Q3
$1.27M Sell
12,805
-254
-2% -$25.3K 0.01% 903
2024
Q2
$1.3M Buy
+13,059
New +$1.3M 0.01% 849