Accel Wealth Management’s Casey's General Stores CASY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $429K | Buy |
840
+69
| +9% | +$35.2K | 0.14% | 155 |
|
|
2025
Q1 | $335K | Hold |
771
| – | – | 0.12% | 177 |
|
|
2024
Q4 | $305K | Hold |
771
| – | – | 0.12% | 185 |
|
|
2024
Q3 | $290K | Buy |
771
+30
| +4% | +$11.3K | 0.11% | 189 |
|
|
2024
Q2 | $283K | Hold |
741
| – | – | 0.11% | 175 |
|
|
2024
Q1 | $236K | Buy |
+741
| New | +$236K | 0.1% | 187 |
|
|
2023
Q2 | – | Sell |
-322
| Closed | -$69.7K | – | 264 |
|
|
2023
Q1 | $69.7K | Buy |
322
+4
| +1% | +$866 | 0.03% | 403 |
|
|
2022
Q4 | $71.3K | Buy |
318
+38
| +14% | +$8.53K | 0.03% | 299 |
|
|
2022
Q3 | $57K | Hold |
280
| – | – | 0.03% | 338 |
|
|
2022
Q2 | $56K | Hold |
280
| – | – | 0.03% | 326 |
|
|
2022
Q1 | $56K | Sell |
280
-25
| -8% | -$5K | 0.03% | 348 |
|
|
2021
Q4 | $60K | Buy |
305
+125
| +69% | +$24.6K | 0.03% | 348 |
|
|
2021
Q3 | $34K | Sell |
180
-25
| -12% | -$4.72K | 0.02% | 389 |
|
|
2021
Q2 | $40K | Buy |
205
+25
| +14% | +$4.88K | 0.03% | 379 |
|
|
2021
Q1 | $39K | Hold |
180
| – | – | 0.03% | 360 |
|
|
2020
Q4 | $32K | Buy |
+180
| New | +$32K | 0.03% | 390 |
|