Patriot Financial Group Insurance Agency’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 | $332K | Sell |
2,876
-81
| -3% | -$9.35K | 0.04% | 386 |
|
|
2025
Q1 | $330K | Sell |
2,957
-6
| -0.2% | -$669 | 0.04% | 366 |
|
|
2024
Q4 | $314K | Hold |
2,963
| – | – | 0.04% | 365 |
|
|
2024
Q3 | $295K | Hold |
2,963
| – | – | 0.04% | 390 |
|
|
2024
Q2 | $294K | Sell |
2,963
-2
| -0.1% | -$198 | 0.04% | 376 |
|
|
2024
Q1 | $293K | Hold |
2,965
| – | – | 0.05% | 371 |
|
|
2023
Q4 | $253K | Sell |
2,965
-218
| -7% | -$18.6K | 0.05% | 375 |
|
|
2023
Q3 | $243K | Hold |
3,183
| – | – | 0.05% | 373 |
|
|
2023
Q2 | $288K | Sell |
3,183
-379
| -11% | -$34.3K | 0.05% | 347 |
|
|
2023
Q1 | $294K | Buy |
+3,562
| New | +$294K | 0.06% | 340 |
|