FAM
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Fulcrum Asset Management’s Casella Waste Systems CWST Stock Holding History

Fulcrum Asset Management’s Portfolio CWST Stock Details CWST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$219K Hold
2,793
– – 0.03% 156
2025
Q4 		$280K Hold
2,793
– – 0.08% 115
2025
Q3 		$265K Sell
2,793
-1,556
-36% -$157K 0.07% 115
2025
Q2 		$502K Buy
+4,349
New +$503K 0.14% 102
2025
Q1 		– Hold
0
– – – 268
2022
Q1 		– Hold
0
– – – 28
2021
Q4 		– Hold
0
– – – 22
2021
Q3 		– Hold
0
– – – 22
2021
Q2 		– Hold
0
– – – 22
2021
Q1 		– Hold
0
– – – 168
2020
Q4 		– Hold
0
– – – 128
2020
Q3 		– Sell
-11,141
Closed -$613K – 139
2020
Q2 		$613K Buy
+11,141
New +$532K 0.21% 130

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VCM
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WA
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