Bell Investment Advisors’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
2026 Q1	$1.27K	Hold	16	–	–	﹤0.01%	1477
2025 Q4	$1.57K	Sell	16 -5	-24%	-$464	﹤0.01%	1428
2025 Q3	$1.99K	Hold	21	–	–	﹤0.01%	1333
2025 Q2	$2.42K	Hold	21	–	–	﹤0.01%	1296
2025 Q1	$2.34K	Hold	21	–	–	﹤0.01%	1248
2024 Q4	$2.22K	Hold	21	–	–	﹤0.01%	1297
2024 Q3	$2.09K	Hold	21	–	–	﹤0.01%	1338
2024 Q2	$2.08K	Hold	21	–	–	﹤0.01%	1332
2024 Q1	$2.08K	Hold	21	–	–	﹤0.01%	1346
2023 Q4	$1.79K	Hold	21	–	–	﹤0.01%	1374
2023 Q3	$1.6K	Hold	21	–	–	﹤0.01%	1382
2023 Q2	$1.9K	Buy	21 +5	+31%	+$446	﹤0.01%	1325
2023 Q1	$1.32K	Sell	16 -6	-27%	-$475	﹤0.01%	1451
2022 Q4	$1.75K	Buy	22 +6	+38%	+$482	﹤0.01%	1363
2022 Q3	$1K	Hold	16	–	–	﹤0.01%	1372
2022 Q2	$1K	Buy	+16	New	+$1.22K	﹤0.01%	1392
2021 Q4	$1K	Hold	16	–	–	﹤0.01%	1400
2021 Q3	$1K	Buy	+16	New	+$1.13K	﹤0.01%	1335