AWM
AE 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 | $721K | Buy |
1,412
+251
| +22% | +$128K | 0.01% | 811 |
|
|
2025
Q1 | $504K | Sell |
1,161
-432
| -27% | -$187K | ﹤0.01% | 921 |
|
|
2024
Q4 | $631K | Hold |
1,593
| – | – | 0.01% | 832 |
|
|
2024
Q3 | $599K | Buy |
1,593
+652
| +69% | +$245K | 0.01% | 832 |
|
|
2024
Q2 | $359K | Buy |
941
+198
| +27% | +$75.5K | ﹤0.01% | 979 |
|
|
2024
Q1 | $237K | Sell |
743
-5,208
| -88% | -$1.66M | ﹤0.01% | 1040 |
|
|
2023
Q4 | $1.64M | Buy |
5,951
+1,949
| +49% | +$537K | 0.01% | 968 |
|
|
2023
Q3 | $1.09M | Buy |
4,002
+238
| +6% | +$64.6K | 0.01% | 1062 |
|
|
2023
Q2 | $918K | Buy |
3,764
+126
| +3% | +$30.7K | 0.01% | 1118 |
|
|
2023
Q1 | $788K | Buy |
3,638
+31
| +0.9% | +$6.71K | 0.01% | 1141 |
|
|
2022
Q4 | $809K | Sell |
3,607
-14
| -0.4% | -$3.14K | 0.01% | 1071 |
|
|
2022
Q3 | $733K | Sell |
3,621
-391
| -10% | -$79.2K | 0.01% | 1068 |
|
|
2022
Q2 | $742K | Buy |
4,012
+89
| +2% | +$16.5K | 0.01% | 996 |
|
|
2022
Q1 | $777K | Buy |
3,923
+143
| +4% | +$28.3K | 0.01% | 1020 |
|
|
2021
Q4 | $746K | Buy |
3,780
+115
| +3% | +$22.7K | 0.01% | 1072 |
|
|
2021
Q3 | $691K | Buy |
3,665
+48
| +1% | +$9.05K | 0.01% | 1010 |
|
|
2021
Q2 | $704K | Buy |
3,617
+130
| +4% | +$25.3K | 0.01% | 983 |
|
|
2021
Q1 | $754K | Sell |
3,487
-52
| -1% | -$11.2K | 0.01% | 864 |
|
|
2020
Q4 | $632K | Sell |
3,539
-4
| -0.1% | -$714 | 0.01% | 878 |
|
|
2020
Q3 | $629K | Sell |
3,543
-82
| -2% | -$14.6K | 0.01% | 788 |
|
|
2020
Q2 | $542K | Sell |
3,625
-16
| -0.4% | -$2.39K | 0.01% | 843 |
|
|
2020
Q1 | $482K | Sell |
3,641
-131
| -3% | -$17.3K | 0.01% | 694 |
|
|
2019
Q4 | $600K | Sell |
3,772
-109
| -3% | -$17.3K | 0.01% | 675 |
|
|
2019
Q3 | $626K | Buy |
3,881
+258
| +7% | +$41.6K | 0.02% | 563 |
|
|
2019
Q2 | $565K | Sell |
3,623
-6,697
| -65% | -$1.04M | 0.02% | 552 |
|
|
2019
Q1 | $1.33M | Buy |
10,320
+1,294
| +14% | +$167K | 0.09% | 176 |
|
|
2018
Q4 | $1.16M | Buy |
+9,026
| New | +$1.16M | 0.2% | 130 |
|