Everhart Financial Group’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	$604K	Buy	5,232 +1,294	+33%	+$149K	0.07%	203
2025 Q1	$439K	Buy	3,938 +547	+16%	+$61K	0.06%	229
2024 Q4	$359K	Sell	3,391 -236	-7%	-$25K	0.07%	238
2024 Q3	$361K	Buy	+3,627	New	+$361K	0.08%	236