Plante Moran Financial Advisors’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
2026 Q1	$123K	Hold	1,545	–	–	0.01%	205
2025 Q4	$151K	Hold	1,545	–	–	0.01%	189
2025 Q3	$147K	Buy	1,545 +37	+2%	+$3.73K	0.01%	195
2025 Q2	$174K	Sell	1,508 -41	-3%	-$4.74K	0.01%	174
2025 Q1	$173K	Hold	1,549	–	–	0.01%	184
2024 Q4	$164K	Hold	1,549	–	–	0.01%	196
2024 Q3	$154K	Hold	1,549	–	–	0.01%	209
2024 Q2	$154K	Hold	1,549	–	–	0.02%	194
2024 Q1	$153K	Hold	1,549	–	–	0.02%	199
2023 Q4	$132K	Hold	1,549	–	–	0.01%	218
2023 Q3	$118K	Hold	1,549	–	–	0.01%	209
2023 Q2	$140K	Sell	1,549 -276	-15%	-$24.6K	0.02%	198
2023 Q1	$151K	Hold	1,825	–	–	0.02%	175
2022 Q4	$145K	Sell	1,825 -125	-6%	-$10K	0.02%	188
2022 Q3	$149K	Sell	1,950 -1,300	-40%	-$104K	0.03%	168
2022 Q2	$236K	Sell	3,250 -150	-4%	-$11.4K	0.04%	132
2022 Q1	$298K	Hold	3,400	–	–	0.06%	122
2021 Q4	$290K	Hold	3,400	–	–	0.05%	142
2021 Q3	$258K	Hold	3,400	–	–	0.06%	156
2021 Q2	$216K	Hold	3,400	–	–	0.05%	166
2021 Q1	$216K	Hold	3,400	–	–	0.06%	159
2020 Q4	$211K	Hold	3,400	–	–	0.07%	161
2020 Q3	$190K	Hold	3,400	–	–	0.07%	159
2020 Q2	$177K	Sell	3,400 -107	-3%	-$5.11K	0.07%	144
2020 Q1	$137K	Hold	3,507	–	–	0.06%	154
2019 Q4	$161K	Buy	3,507 +107	+3%	+$4.72K	0.06%	182
2019 Q3	$146K	Sell	3,400 -750	-18%	-$32.5K	0.04%	199
2019 Q2	$164K	Sell	4,150 -550	-12%	-$20.6K	0.05%	175
2019 Q1	$167K	Hold	4,700	–	–	0.05%	171
2018 Q4	$134K	Hold	4,700	–	–	0.05%	170
2018 Q3	$146K	Buy	+4,700	New	+$134K	0.05%	176