Carolinas Wealth Consulting’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 | – | Sell |
-63
| Closed | -$7.06K | – | 208 |
|
|
2025
Q1 | $7.06K | Buy |
63
+2
| +3% | +$224 | ﹤0.01% | 558 |
|
|
2024
Q4 | $6.44K | Buy |
61
+1
| +2% | +$106 | ﹤0.01% | 599 |
|
|
2024
Q3 | $5.94K | Sell |
60
-2
| -3% | -$198 | ﹤0.01% | 636 |
|
|
2024
Q2 | $6.13K | Sell |
62
-7
| -10% | -$692 | ﹤0.01% | 621 |
|
|
2024
Q1 | $6.8K | Buy |
69
+12
| +21% | +$1.18K | ﹤0.01% | 610 |
|
|
2023
Q4 | $4.87K | Sell |
57
-19
| -25% | -$1.62K | ﹤0.01% | 626 |
|
|
2023
Q3 | $5.73K | Sell |
76
-1
| -1% | -$75 | ﹤0.01% | 591 |
|
|
2023
Q2 | $6.97K | Sell |
77
-13
| -14% | -$1.18K | ﹤0.01% | 638 |
|
|
2023
Q1 | $7.44K | Hold |
90
| – | – | ﹤0.01% | 644 |
|
|
2022
Q4 | $7.14K | Sell |
90
-1
| -1% | -$79 | ﹤0.01% | 655 |
|
|
2022
Q3 | $7K | Hold |
91
| – | – | ﹤0.01% | 621 |
|
|
2022
Q2 | $7K | Hold |
91
| – | – | ﹤0.01% | 620 |
|
|
2022
Q1 | $8K | Hold |
91
| – | – | ﹤0.01% | 633 |
|
|
2021
Q4 | $8K | Sell |
91
-3
| -3% | -$264 | ﹤0.01% | 640 |
|
|
2021
Q3 | $7K | Hold |
94
| – | – | ﹤0.01% | 624 |
|
|
2021
Q2 | $6K | Sell |
94
-1
| -1% | -$64 | ﹤0.01% | 670 |
|
|
2021
Q1 | $6K | Hold |
95
| – | – | ﹤0.01% | 673 |
|
|
2020
Q4 | $6K | Sell |
95
-22
| -19% | -$1.39K | ﹤0.01% | 629 |
|
|
2020
Q3 | $7K | Buy |
+117
| New | +$7K | ﹤0.01% | 522 |
|