Wealth Enhancement Advisory Services’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 | $4.64M | Sell |
40,882
-1,720
| -4% | -$195K | 0.01% | 930 |
|
|
2025
Q1 | $4.75M | Sell |
42,602
-2,830
| -6% | -$316K | 0.01% | 855 |
|
|
2024
Q4 | $4.81M | Buy |
45,432
+3,456
| +8% | +$366K | 0.01% | 809 |
|
|
2024
Q3 | $4.18M | Buy |
41,976
+90
| +0.2% | +$8.95K | 0.01% | 781 |
|
|
2024
Q2 | $4.16M | Buy |
41,886
+1,677
| +4% | +$166K | 0.01% | 739 |
|
|
2024
Q1 | $3.98M | Buy |
40,209
+3,801
| +10% | +$376K | 0.01% | 727 |
|
|
2023
Q4 | $3.11M | Sell |
36,408
-337
| -0.9% | -$28.8K | 0.01% | 757 |
|
|
2023
Q3 | $2.8M | Buy |
+36,745
| New | +$2.8M | 0.01% | 744 |
|