Steward Partners Investment Advisory’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 | $389K | Buy |
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|
2025
Q2 | $359K | Buy |
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|
2025
Q1 | $330K | Hold |
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|
2024
Q4 | $313K | Buy |
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|
2024
Q3 | $292K | Hold |
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|
2024
Q2 | $291K | Hold |
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|
2024
Q1 | $290K | Hold |
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|
2023
Q4 | $250K | Hold |
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|
2023
Q3 | $224K | Buy |
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|
2023
Q2 | $203K | Buy |
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|
2023
Q1 | $165K | Hold |
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|
2022
Q4 | $159K | Sell |
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|
2022
Q3 | $214K | Sell |
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|
2022
Q2 | $272K | Buy |
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|
2022
Q1 | $309K | Sell |
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|
2021
Q4 | $837K | Sell |
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|
2021
Q3 | $778K | Buy |
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|
2021
Q2 | $625K | Sell |
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|
2021
Q1 | $641K | Buy |
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|
2020
Q4 | $565K | Buy |
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|
2020
Q3 | $484K | Buy |
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|
2020
Q2 | $399K | Buy |
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|
2020
Q1 | $257K | Sell |
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|
2019
Q4 | $307K | Buy |
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|
2019
Q3 | $274K | Buy |
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|
2019
Q2 | $222K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $18K | Hold |
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|
2018
Q2 | $15K | Buy |
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|
2018
Q1 | $1K | Sell |
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|
2017
Q4 | $10K | Buy |
|