Geneos Wealth Management’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 | $33K | Buy |
286
+41
| +17% | +$4.73K | ﹤0.01% | 1781 |
|
|
2025
Q1 | $61.4K | Buy |
245
+184
| +302% | +$46.1K | ﹤0.01% | 1808 |
|
|
2024
Q4 | $6.45K | Buy |
61
+27
| +79% | +$2.86K | ﹤0.01% | 2228 |
|
|
2024
Q3 | $3.38K | Buy |
+34
| New | +$3.38K | ﹤0.01% | 2177 |
|
|
2024
Q2 | – | Sell |
-28
| Closed | -$2.77K | – | 2084 |
|
|
2024
Q1 | $2.77K | Buy |
+28
| New | +$2.77K | ﹤0.01% | 1833 |
|
|
2021
Q2 | – | Sell |
-76
| Closed | -$5K | – | 2903 |
|
|
2021
Q1 | $5K | Buy |
+76
| New | +$5K | ﹤0.01% | 2640 |
|