AWM
CWST icon

Avior Wealth Management’s Casella Waste Systems CWST Stock Holding History

Avior Wealth Management’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
2026
Q1 		– Sell
-4,004
Closed -$392K – 835
2025
Q4 		$392K Sell
4,004
-667
-14% -$61.9K 0.01% 534
2025
Q3 		$443K Buy
4,671
+944
+25% +$95K 0.01% 476
2025
Q2 		$430K Buy
3,727
+14
+0.4% +$1.62K 0.01% 469
2025
Q1 		$414K Buy
3,713
+742
+25% +$81.2K 0.02% 459
2024
Q4 		$314K Buy
2,971
+2,885
+3,355% +$305K 0.01% 581
2024
Q3 		$8.56K Buy
86
+30
+54% +$3.1K ﹤0.01% 1608
2024
Q2 		$5.56K Sell
56
-177
-76% -$17K ﹤0.01% 1693
2024
Q1 		$23K Buy
+233
New +$20.9K ﹤0.01% 1542

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