Stifel Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.15M | Buy |
52,280
+8,907
| +21% | +$853K | ﹤0.01% | 1462 |
|
|
2025
Q4 | $4.25M | Buy |
43,373
+10,509
| +32% | +$976K | ﹤0.01% | 1424 |
|
|
2025
Q3 | $3.12M | Buy |
32,864
+533
| +2% | +$53.7K | ﹤0.01% | 1577 |
|
|
2025
Q2 | $3.73M | Buy |
32,331
+1,054
| +3% | +$122K | ﹤0.01% | 1420 |
|
|
2025
Q1 | $3.49M | Sell |
31,277
-3,748
| -11% | -$410K | ﹤0.01% | 1392 |
|
|
2024
Q4 | $3.71M | Buy |
35,025
+3,462
| +11% | +$366K | ﹤0.01% | 1372 |
|
|
2024
Q3 | $3.14M | Buy |
31,563
+5,888
| +23% | +$609K | ﹤0.01% | 1491 |
|
|
2024
Q2 | $2.55M | Sell |
25,675
-370
| -1% | -$35.6K | ﹤0.01% | 1559 |
|
|
2024
Q1 | $2.58M | Buy |
26,045
+340
| +1% | +$30.5K | ﹤0.01% | 1544 |
|
|
2023
Q4 | $2.2M | Sell |
25,705
-2,044
| -7% | -$164K | ﹤0.01% | 1605 |
|
|
2023
Q3 | $2.12M | Buy |
27,749
+8,711
| +46% | +$714K | ﹤0.01% | 1555 |
|
|
2023
Q2 | $1.72M | Buy |
19,038
+2,286
| +14% | +$204K | ﹤0.01% | 1733 |
|
|
2023
Q1 | $1.38M | Sell |
16,752
-1,311
| -7% | -$104K | ﹤0.01% | 1808 |
|
|
2022
Q4 | $1.43M | Buy |
18,063
+248
| +1% | +$19.9K | ﹤0.01% | 1752 |
|
|
2022
Q3 | $1.36M | Sell |
17,815
-271
| -1% | -$21.7K | ﹤0.01% | 1745 |
|
|
2022
Q2 | $1.31M | Sell |
18,086
-458
| -2% | -$34.9K | ﹤0.01% | 1800 |
|
|
2022
Q1 | $1.63M | Buy |
18,544
+44
| +0.2% | +$3.51K | ﹤0.01% | 1774 |
|
|
2021
Q4 | $1.58M | Buy |
18,500
+251
| +1% | +$21K | ﹤0.01% | 1794 |
|
|
2021
Q3 | $1.39M | Sell |
18,249
-1,834
| -9% | -$129K | ﹤0.01% | 1839 |
|
|
2021
Q2 | $1.27M | Sell |
20,083
-1,470
| -7% | -$97.6K | ﹤0.01% | 1916 |
|
|
2021
Q1 | $1.37M | Buy |
21,553
+1,030
| +5% | +$62.3K | ﹤0.01% | 1785 |
|
|
2020
Q4 | $1.27M | Sell |
20,523
-431
| -2% | -$25.6K | ﹤0.01% | 1675 |
|
|
2020
Q3 | $1.17M | Sell |
20,954
-1,238
| -6% | -$67.7K | ﹤0.01% | 1524 |
|
|
2020
Q2 | $1.16M | Sell |
22,192
-1,204
| -5% | -$57.5K | ﹤0.01% | 1457 |
|
|
2020
Q1 | $935K | Buy |
23,396
+14,270
| +156% | +$692K | ﹤0.01% | 1476 |
|
|
2019
Q4 | $419K | Sell |
9,126
-442
| -5% | -$19.5K | ﹤0.01% | 2367 |
|
|
2019
Q3 | $414K | Sell |
9,568
-21,321
| -69% | -$923K | ﹤0.01% | 2268 |
|
|
2019
Q2 | $1.23M | Buy |
30,889
+1,909
| +7% | +$71.6K | ﹤0.01% | 1675 |
|
|
2019
Q1 | $1.03M | Buy |
28,980
+19,514
| +206% | +$637K | ﹤0.01% | 1631 |
|
|
2018
Q4 | $272K | Sell |
9,466
-318
| -3% | -$9.65K | ﹤0.01% | 2290 |
|
|
2018
Q3 | $304K | Buy |
9,784
+1,391
| +17% | +$39.6K | ﹤0.01% | 2355 |
|
|
2018
Q2 | $214K | Buy |
+8,393
| New | +$207K | ﹤0.01% | 2516 |
|
|
2014
Q3 | – | Sell |
-28,278
| Closed | -$142K | – | 2240 |
|
|
2014
Q2 | $142K | Sell |
28,278
-805
| -3% | -$4.22K | ﹤0.01% | 2060 |
|
|
2014
Q1 | $149K | Buy |
+29,083
| New | +$155K | ﹤0.01% | 1966 |
|
Other funds holding CWST
VPM
CCA
VCM
WA
