Mark Sheptoff Financial Planning’s Casella Waste Systems CWST Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$86.8K	Hold	1,000	–	–	0.05%	147
2025 Q4	$97.9K	Hold	1,000	–	–	0.05%	146
2025 Q3	$94.9K	Hold	1,000	–	–	0.05%	145
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%	+$44.8K	0.05%	131
2023 Q4	$42.7K	Hold	500	–	–	0.03%	175
2023 Q3	$38.1K	Sell	500 -500	-50%	-$41K	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%	+$38.1K	0.04%	132
2022 Q1	$44K	Buy	+500	New	+$39.8K	0.02%	187