Sheets Smith Wealth Management’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
$325K Buy
2,817
+50
+2% +$5.77K 0.04% 333
2025
Q1
$309K Buy
2,767
+103
+4% +$11.5K 0.04% 300
2024
Q4
$282K Buy
2,664
+84
+3% +$8.89K 0.03% 321
2024
Q3
$257K Buy
2,580
+30
+1% +$2.99K 0.03% 338
2024
Q2
$253K Buy
+2,550
New +$253K 0.03% 335