EverSource Wealth Advisors’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	$34.6K	Buy	436 +99	+29%	+$9.49K	﹤0.01%	2161
2025 Q4	$33K	Buy	337 +98	+41%	+$9.1K	﹤0.01%	2035
2025 Q3	$22.7K	Sell	239 -46	-16%	-$4.63K	﹤0.01%	2272
2025 Q2	$32.9K	Buy	285 +200	+235%	+$23.1K	﹤0.01%	1917
2025 Q1	$9.48K	Buy	85 +48	+130%	+$5.25K	﹤0.01%	2138
2024 Q4	$3.92K	Hold	37	–	–	﹤0.01%	2452
2024 Q3	$3.68K	Hold	37	–	–	﹤0.01%	2346
2024 Q2	$3.83K	Buy	37 +6	+19%	+$578	﹤0.01%	2312
2024 Q1	$2.8K	Hold	31	–	–	﹤0.01%	2275
2023 Q4	$2.65K	Buy	31 +6	+24%	+$482	﹤0.01%	2094
2023 Q3	$1.91K	Buy	25 +13	+108%	+$1.07K	﹤0.01%	2020
2023 Q2	$1.08K	Hold	12	–	–	﹤0.01%	2196
2023 Q1	$992	Hold	12	–	–	﹤0.01%	2117
2022 Q4	$952	Hold	12	–	–	﹤0.01%	2105
2022 Q3	$1K	Buy	+12	New	+$962	﹤0.01%	1796
2022 Q2	–	Sell	-64	Closed	-$6K	–	1752
2022 Q1	$6K	Hold	64	–	–	﹤0.01%	1175
2021 Q4	$5K	Buy	+64	New	+$5.36K	﹤0.01%	1248