Principal Securities’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 | $210K | Sell |
1,816
-163
| -8% | -$18.8K | ﹤0.01% | 1219 |
|
|
2025
Q1 | $209K | Hold |
1,979
| – | – | ﹤0.01% | 1118 |
|
|
2024
Q4 | $209K | Buy |
1,979
+196
| +11% | +$20.7K | ﹤0.01% | 1117 |
|
|
2024
Q3 | $177K | Buy |
1,783
+175
| +11% | +$17.4K | ﹤0.01% | 1149 |
|
|
2024
Q2 | $160K | Buy |
1,608
+263
| +20% | +$26.1K | ﹤0.01% | 1131 |
|
|
2024
Q1 | $133K | Buy |
1,345
+159
| +13% | +$15.7K | ﹤0.01% | 1177 |
|
|
2023
Q4 | $101K | Buy |
+1,186
| New | +$101K | ﹤0.01% | 1183 |
|