MA
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Montag & Associates’s Casella Waste Systems CWST Stock Holding History

Montag & Associates’s Portfolio CWST Stock Details CWST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.12K Buy
14
+2
+17% +$192 ﹤0.01% 890
2025
Q4 		$1.22K Sell
12
-6
-33% -$557 ﹤0.01% 911
2025
Q3 		$1.75K Buy
18
+4
+29% +$403 ﹤0.01% 938
2025
Q2 		$1.63K Hold
14
– – ﹤0.01% 871
2025
Q1 		$1.57K Buy
14
+1
+8% +$109 ﹤0.01% 912
2024
Q4 		$1.4K Hold
13
– – ﹤0.01% 916
2024
Q3 		$1.31K Sell
13
-1
-7% -$104 ﹤0.01% 951
2024
Q2 		$1.43K Hold
14
– – ﹤0.01% 897
2024
Q1 		$1.43K Buy
+14
New +$1.25K ﹤0.01% 892

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