MWM
Moran Wealth Management’s Casella Waste Systems CWST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $680K | Buy |
5,894
+145
| +3% | +$16.7K | 0.02% | 361 |
|
|
2025
Q1 | $641K | Sell |
5,749
-11
| -0.2% | -$1.23K | 0.02% | 349 |
|
|
2024
Q4 | $609K | Buy |
5,760
+348
| +6% | +$36.8K | 0.02% | 354 |
|
|
2024
Q3 | $538K | Buy |
5,412
+1,478
| +38% | +$147K | 0.02% | 369 |
|
|
2024
Q2 | $390K | Buy |
3,934
+268
| +7% | +$26.6K | 0.01% | 359 |
|
|
2024
Q1 | $362K | Buy |
3,666
+249
| +7% | +$24.6K | 0.01% | 360 |
|
|
2023
Q4 | $292K | Sell |
3,417
-34
| -1% | -$2.91K | 0.01% | 367 |
|
|
2023
Q3 | $263K | Sell |
3,451
-360
| -9% | -$27.5K | 0.01% | 334 |
|
|
2023
Q2 | $345K | Sell |
3,811
-78
| -2% | -$7.06K | 0.01% | 330 |
|
|
2023
Q1 | $321K | Sell |
3,889
-1,657
| -30% | -$137K | 0.01% | 324 |
|
|
2022
Q4 | $440K | Buy |
+5,546
| New | +$440K | 0.02% | 307 |
|