Pathstone Family Office’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
2023
Q3
$747K Buy
2023
Q2
$791K Sell
2023
Q1
$734K Sell
2022
Q4
$1.41M Sell
2022
Q3
$1.37M Buy
2022
Q2
$635K Hold
2022
Q1
$766K Sell
2021
Q4
$747K Buy
2021
Q3
$663K Buy
2021
Q2
$525K Buy
2021
Q1
$354K Buy
2020
Q4
$1K Hold
2020
Q3
$1K Sell
2020
Q2
$0 Buy