Montag & Associates’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 | $1.63K | Hold |
14
| – | – | ﹤0.01% | 867 |
|
|
2025
Q1 | $1.58K | Buy |
14
+1
| +8% | +$113 | ﹤0.01% | 912 |
|
|
2024
Q4 | $1.4K | Hold |
13
| – | – | ﹤0.01% | 916 |
|
|
2024
Q3 | $1.31K | Sell |
13
-1
| -7% | -$101 | ﹤0.01% | 951 |
|
|
2024
Q2 | $1.43K | Hold |
14
| – | – | ﹤0.01% | 897 |
|
|
2024
Q1 | $1.43K | Buy |
+14
| New | +$1.43K | ﹤0.01% | 890 |
|