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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $94.9K | Hold |
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|
2025
Q2 | $115K | Hold |
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|
2025
Q1 | $112K | Hold |
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|
2024
Q4 | $106K | Hold |
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|
2024
Q3 | $99.5K | Hold |
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|
2024
Q2 | $99.2K | Hold |
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|
2024
Q1 | $98.9K | Buy |
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|
2023
Q4 | $42.7K | Hold |
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|
2023
Q3 | $38.1K | Sell |
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|
2023
Q2 | $90.5K | Hold |
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|
2023
Q1 | $82.7K | Hold |
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|
2022
Q4 | $79.3K | Hold |
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|
2022
Q3 | $76K | Hold |
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|
2022
Q2 | $73K | Buy |
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|
2022
Q1 | $44K | Buy |
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