CAPTRUST Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $865K | Sell |
|
|||||
|
2025
Q1 | $921K | Sell |
|
|||||
|
2024
Q4 | $1.3M | Buy |
|
|||||
|
2024
Q3 | $1.2M | Buy |
|
|||||
|
2024
Q2 | $1.16M | Buy |
|
|||||
|
2024
Q1 | $1.16M | Sell |
|
|||||
|
2023
Q4 | $1.5M | Buy |
|
|||||
|
2023
Q3 | $1.27M | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $294K | Buy |
|
|||||
|
2022
Q1 | $312K | Buy |
|
|||||
|
2021
Q4 | $130K | Hold |
|
|||||
|
2021
Q3 | $115K | Buy |
|
|||||
|
2021
Q2 | $93K | Sell |
|
|||||
|
2021
Q1 | $98K | Buy |
|
|||||
|
2020
Q4 | $33K | Hold |
|
|||||
|
2020
Q3 | $30K | Hold |
|
|||||
|
2020
Q2 | $28K | Buy |
|
|||||
|
2019
Q4 | – | Sell |
|
|||||
|
2019
Q3 | $15K | Hold |
|
|||||
|
2019
Q2 | $14K | Hold |
|
|||||
|
2019
Q1 | $13K | Hold |
|
|||||
|
2018
Q4 | $10K | Hold |
|
|||||
|
2018
Q3 | $11K | Buy |
|
|||||
|
2018
Q2 | $8K | Buy |
|