Corient Private Wealth’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 | $490K | Sell |
4,369
-800
| -15% | -$89.8K | ﹤0.01% | 1799 |
|
|
2025
Q1 | $576K | Sell |
5,169
-300
| -5% | -$33.5K | ﹤0.01% | 1529 |
|
|
2024
Q4 | $579K | Sell |
5,469
-5,917
| -52% | -$626K | ﹤0.01% | 1539 |
|
|
2024
Q3 | $1.13M | Sell |
11,386
-4,338
| -28% | -$432K | ﹤0.01% | 1324 |
|
|
2024
Q2 | $1.56M | Sell |
15,724
-801
| -5% | -$79.5K | ﹤0.01% | 1139 |
|
|
2024
Q1 | $1.63M | Sell |
16,525
-379
| -2% | -$37.5K | ﹤0.01% | 1117 |
|
|
2023
Q4 | $1.44M | Buy |
16,904
+8,066
| +91% | +$689K | ﹤0.01% | 1139 |
|
|
2023
Q3 | $674K | Buy |
8,838
+1,384
| +19% | +$106K | ﹤0.01% | 1335 |
|
|
2023
Q2 | $674K | Buy |
+7,454
| New | +$674K | ﹤0.01% | 1302 |
|