Mark Sheptoff Financial Planning’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 | $115K | Hold |
1,000
| – | – | 0.06% | 114 |
|
|
2025
Q1 | $112K | Hold |
1,000
| – | – | 0.06% | 112 |
|
|
2024
Q4 | $106K | Hold |
1,000
| – | – | 0.06% | 117 |
|
|
2024
Q3 | $99.5K | Hold |
1,000
| – | – | 0.05% | 130 |
|
|
2024
Q2 | $99.2K | Hold |
1,000
| – | – | 0.06% | 135 |
|
|
2024
Q1 | $98.9K | Buy |
1,000
+500
| +100% | +$49.4K | 0.05% | 131 |
|
|
2023
Q4 | $42.7K | Hold |
500
| – | – | 0.03% | 175 |
|
|
2023
Q3 | $38.2K | Sell |
500
-500
| -50% | -$38.2K | 0.02% | 164 |
|
|
2023
Q2 | $90.5K | Hold |
1,000
| – | – | 0.05% | 122 |
|
|
2023
Q1 | $82.7K | Hold |
1,000
| – | – | 0.05% | 125 |
|
|
2022
Q4 | $79.3K | Hold |
1,000
| – | – | 0.05% | 128 |
|
|
2022
Q3 | $76K | Hold |
1,000
| – | – | 0.05% | 122 |
|
|
2022
Q2 | $73K | Buy |
1,000
+500
| +100% | +$36.5K | 0.04% | 132 |
|
|
2022
Q1 | $44K | Buy |
+500
| New | +$44K | 0.02% | 187 |
|