Carson Wealth (CWM LLC)’s Casella Waste Systems CWST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $80K | Buy |
693
+242
| +54% | +$27.9K | ﹤0.01% | 2900 |
|
|
2025
Q1 | $50K | Buy |
451
+65
| +17% | +$7.21K | ﹤0.01% | 2986 |
|
|
2024
Q4 | $41K | Buy |
386
+40
| +12% | +$4.25K | ﹤0.01% | 2942 |
|
|
2024
Q3 | $34K | Buy |
346
+43
| +14% | +$4.23K | ﹤0.01% | 2982 |
|
|
2024
Q2 | $30K | Buy |
303
+32
| +12% | +$3.17K | ﹤0.01% | 2828 |
|
|
2024
Q1 | $27K | Buy |
271
+145
| +115% | +$14.4K | ﹤0.01% | 2698 |
|
|
2023
Q4 | $11K | Sell |
126
-119
| -49% | -$10.4K | ﹤0.01% | 3123 |
|
|
2023
Q3 | $19K | Sell |
245
-50
| -17% | -$3.88K | ﹤0.01% | 2705 |
|
|
2023
Q2 | $27K | Buy |
295
+139
| +89% | +$12.7K | ﹤0.01% | 2425 |
|
|
2023
Q1 | $13K | Sell |
156
-91
| -37% | -$7.58K | ﹤0.01% | 2778 |
|
|
2022
Q4 | $20K | Buy |
247
+167
| +209% | +$13.5K | ﹤0.01% | 2356 |
|
|
2022
Q3 | $6K | Buy |
+80
| New | +$6K | ﹤0.01% | 2954 |
|
|
2022
Q2 | – | Sell |
-7
| Closed | -$1K | – | 3816 |
|
|
2022
Q1 | $1K | Sell |
7
-18
| -72% | -$2.57K | ﹤0.01% | 3304 |
|
|
2021
Q4 | $2K | Buy |
+25
| New | +$2K | ﹤0.01% | 3091 |
|