Focus Partners 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 | $4.5M | Buy |
39,000
+39
| +0.1% | +$4.5K | 0.01% | 703 |
|
|
2025
Q1 | $4.34M | Sell |
38,961
-8
| -0% | -$892 | 0.01% | 663 |
|
|
2024
Q4 | $4.12M | Buy |
38,969
+717
| +2% | +$75.9K | 0.01% | 665 |
|
|
2024
Q3 | $3.81M | Sell |
38,252
-37,080
| -49% | -$3.69M | 0.01% | 621 |
|
|
2024
Q2 | $7.47M | Buy |
75,332
+38,227
| +103% | +$3.79M | 0.03% | 424 |
|
|
2024
Q1 | $3.67M | Buy |
37,105
+4,285
| +13% | +$424K | 0.03% | 376 |
|
|
2023
Q4 | $2.81M | Buy |
+32,820
| New | +$2.81M | 0.04% | 311 |
|