Silverlake 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 | $316K | Buy |
2,740
+875
| +47% | +$101K | 0.09% | 224 |
|
|
2025
Q1 | $208K | Sell |
1,865
-505
| -21% | -$56.3K | 0.08% | 239 |
|
|
2024
Q4 | $251K | Hold |
2,370
| – | – | 0.1% | 222 |
|
|
2024
Q3 | $236K | Hold |
2,370
| – | – | 0.09% | 236 |
|
|
2024
Q2 | $235K | Hold |
2,370
| – | – | 0.1% | 231 |
|
|
2024
Q1 | $234K | Sell |
2,370
-10
| -0.4% | -$989 | 0.12% | 207 |
|
|
2023
Q4 | $203K | Buy |
+2,380
| New | +$203K | 0.11% | 213 |
|
|
2023
Q3 | – | Sell |
-2,370
| Closed | -$214K | – | 231 |
|
|
2023
Q2 | $214K | Buy |
+2,370
| New | +$214K | 0.12% | 202 |
|
|
2022
Q2 | – | Sell |
-2,435
| Closed | -$213K | – | 212 |
|
|
2022
Q1 | $213K | Sell |
2,435
-1,050
| -30% | -$92K | 0.12% | 200 |
|
|
2021
Q4 | $298K | Buy |
+3,485
| New | +$298K | 0.16% | 153 |
|