Nisa Investment Advisors’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 | $179K | Buy |
1,548
+53
| +4% | +$6.12K | ﹤0.01% | 1254 |
|
|
2025
Q1 | $167K | Hold |
1,495
| – | – | ﹤0.01% | 1272 |
|
|
2024
Q4 | $158K | Buy |
1,495
+611
| +69% | +$64.7K | ﹤0.01% | 1356 |
|
|
2024
Q3 | $87.9K | Buy |
884
+13
| +1% | +$1.29K | ﹤0.01% | 1483 |
|
|
2024
Q2 | $86.4K | Buy |
871
+42
| +5% | +$4.17K | ﹤0.01% | 1517 |
|
|
2024
Q1 | $82K | Buy |
829
+45
| +6% | +$4.45K | ﹤0.01% | 1528 |
|
|
2023
Q4 | $67K | Sell |
784
-757
| -49% | -$64.7K | ﹤0.01% | 1555 |
|
|
2023
Q3 | $118K | Hold |
1,541
| – | – | ﹤0.01% | 1462 |
|
|
2023
Q2 | $139K | Hold |
1,541
| – | – | ﹤0.01% | 1419 |
|
|
2023
Q1 | $127K | Sell |
1,541
-150
| -9% | -$12.4K | ﹤0.01% | 1431 |
|
|
2022
Q4 | $134K | Hold |
1,691
| – | – | ﹤0.01% | 1462 |
|
|
2022
Q3 | $138K | Buy |
1,691
+32
| +2% | +$2.61K | ﹤0.01% | 1371 |
|
|
2022
Q2 | $121K | Hold |
1,659
| – | – | ﹤0.01% | 1441 |
|
|
2022
Q1 | $145K | Buy |
1,659
+469
| +39% | +$41K | ﹤0.01% | 1494 |
|
|
2021
Q4 | $90K | Sell |
1,190
-110
| -8% | -$8.32K | ﹤0.01% | 1553 |
|
|
2021
Q3 | $99 | Hold |
1,300
| – | – | ﹤0.01% | 1708 |
|
|
2021
Q2 | $82 | Sell |
1,300
-590
| -31% | -$37 | ﹤0.01% | 1790 |
|
|
2021
Q1 | $120 | Hold |
1,890
| – | – | ﹤0.01% | 1673 |
|
|
2020
Q4 | $117K | Buy |
1,890
+250
| +15% | +$15.5K | ﹤0.01% | 1672 |
|
|
2020
Q3 | $92K | Buy |
1,640
+1,100
| +204% | +$61.7K | ﹤0.01% | 1569 |
|
|
2020
Q2 | $28K | Buy |
+540
| New | +$28K | ﹤0.01% | 1704 |
|