Genesee Capital Advisors’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 | $810K | Buy |
7,018
+382
| +6% | +$44.1K | 0.36% | 63 |
|
|
2025
Q1 | $740K | Sell |
6,636
-351
| -5% | -$39.1K | 0.37% | 67 |
|
|
2024
Q4 | $739K | Hold |
6,987
| – | – | 0.34% | 65 |
|
|
2024
Q3 | $695K | Sell |
6,987
-34
| -0.5% | -$3.38K | 0.33% | 63 |
|
|
2024
Q2 | $697K | Sell |
7,021
-363
| -5% | -$36K | 0.34% | 64 |
|
|
2024
Q1 | $730K | Buy |
7,384
+111
| +2% | +$11K | 0.4% | 58 |
|
|
2023
Q4 | $622K | Buy |
7,273
+664
| +10% | +$56.7K | 0.38% | 56 |
|
|
2023
Q3 | $504K | Sell |
6,609
-6,475
| -49% | -$494K | 0.36% | 58 |
|
|
2023
Q2 | $1.18M | Buy |
+13,084
| New | +$1.18M | 0.81% | 35 |
|