Congress Wealth Management’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 Q1	–	Sell	-3,097	Closed	-$328K	–	1077
2024 Q4	$328K	Sell	3,097 -570	-16%	-$60.3K	﹤0.01%	743
2024 Q3	$365K	Buy	+3,667	New	+$365K	﹤0.01%	696