Cetera Trust Company’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
$271K Hold
3,415
0.15% 125
2025
Q4
$334K Buy
3,415
+100
+3% +$9.28K 0.18% 102
2025
Q3
$315K Hold
3,315
0.18% 106
2025
Q2
$382K Buy
3,315
+155
+5% +$17.9K 0.23% 79
2025
Q1
$352K Hold
3,160
0.22% 78
2024
Q4
$334K Sell
3,160
-25
-0.8% -$2.64K 0.22% 84
2024
Q3
$317K Hold
3,185
0.19% 100
2024
Q2
$316K Hold
3,185
0.2% 86
2024
Q1
$315K Buy
3,185
+300
+10% +$26.9K 0.19% 91
2023
Q4
$247K Buy
+2,885
New +$232K 0.15% 127

Other funds holding CWST