Spire Wealth Management’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
2025 Q3	–	Sell	-168	Closed	-$19.4K	–	2385
2025 Q2	$19.4K	Hold	168	–	–	﹤0.01%	1526
2025 Q1	$18.7K	Sell	168 -73	-30%	-$7.99K	﹤0.01%	1632
2024 Q4	$25.5K	Hold	241	–	–	﹤0.01%	1537
2024 Q3	$24K	Hold	241	–	–	﹤0.01%	1384
2024 Q2	$23.9K	Hold	241	–	–	﹤0.01%	1379
2024 Q1	$23.8K	Hold	241	–	–	﹤0.01%	1453
2023 Q4	$20.4K	Hold	241	–	–	﹤0.01%	1535
2023 Q3	$18.4K	Hold	241	–	–	﹤0.01%	1539
2023 Q2	$21.8K	Hold	241	–	–	﹤0.01%	1562
2023 Q1	$19.9K	Hold	241	–	–	﹤0.01%	1619
2022 Q4	$19K	Hold	241	–	–	﹤0.01%	1382
2022 Q3	$18K	Hold	241	–	–	﹤0.01%	1367
2022 Q2	$18K	Sell	241 -713	-75%	-$54.3K	﹤0.01%	1712
2022 Q1	$84K	Sell	954 -152	-14%	-$12.1K	﹤0.01%	1228
2021 Q4	$94K	Hold	1,106	–	–	﹤0.01%	1425
2021 Q3	$84K	Hold	1,106	–	–	﹤0.01%	1253
2021 Q2	$70K	Buy	1,106 +152	+16%	+$10.1K	﹤0.01%	1344
2021 Q1	$61K	Buy	+954	New	+$57.7K	﹤0.01%	1623