Wealth Enhancement Advisory Services
CWST icon

Wealth Enhancement Advisory Services’s Casella Waste Systems CWST Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio CWST Stock Details CWST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.53M Sell
40,527
-2,514
-6% -$241K 0.01% 1084
2025
Q4 		$4.45M Buy
43,041
+1,425
+3% +$132K 0.01% 1074
2025
Q3 		$3.82M Buy
41,616
+734
+2% +$73.9K 0.01% 1089
2025
Q2 		$4.64M Sell
40,882
-1,720
-4% -$199K 0.01% 932
2025
Q1 		$4.75M Sell
42,602
-2,830
-6% -$310K 0.01% 856
2024
Q4 		$4.81M Buy
45,432
+3,456
+8% +$365K 0.01% 810
2024
Q3 		$4.18M Buy
41,976
+90
+0.2% +$9.32K 0.01% 783
2024
Q2 		$4.16M Buy
41,886
+1,677
+4% +$162K 0.01% 739
2024
Q1 		$3.98M Buy
40,209
+3,801
+10% +$341K 0.01% 727
2023
Q4 		$3.11M Sell
36,408
-337
-0.9% -$27.1K 0.01% 757
2023
Q3 		$2.8M Buy
+36,745
New +$3.01M 0.01% 744

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