Lindenwold 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 | $340K | Sell |
2,948
-210
| -7% | -$24.2K | 0.18% | 77 |
|
|
2025
Q1 | $352K | Sell |
3,158
-1,205
| -28% | -$134K | 0.2% | 72 |
|
|
2024
Q4 | $462K | Sell |
4,363
-13
| -0.3% | -$1.38K | 0.25% | 71 |
|
|
2024
Q3 | $435K | Sell |
4,376
-295
| -6% | -$29.4K | 0.22% | 73 |
|
|
2024
Q2 | $463K | Hold |
4,671
| – | – | 0.25% | 67 |
|
|
2024
Q1 | $462K | Buy |
4,671
+195
| +4% | +$19.3K | 0.25% | 69 |
|
|
2023
Q4 | $383K | Hold |
4,476
| – | – | 0.22% | 81 |
|
|
2023
Q3 | $342K | Buy |
4,476
+35
| +0.8% | +$2.67K | 0.21% | 76 |
|
|
2023
Q2 | $402K | Sell |
4,441
-220
| -5% | -$19.9K | 0.25% | 70 |
|
|
2023
Q1 | $385K | Sell |
4,661
-5
| -0.1% | -$413 | 0.24% | 84 |
|
|
2022
Q4 | $370K | Buy |
4,666
+15
| +0.3% | +$1.19K | 0.25% | 82 |
|
|
2022
Q3 | $355K | Buy |
4,651
+130
| +3% | +$9.92K | 0.26% | 78 |
|
|
2022
Q2 | $329K | Buy |
4,521
+20
| +0.4% | +$1.46K | 0.23% | 85 |
|
|
2022
Q1 | $395K | Sell |
4,501
-475
| -10% | -$41.7K | 0.24% | 81 |
|
|
2021
Q4 | $425K | Buy |
+4,976
| New | +$425K | 0.25% | 81 |
|