Berger Financial Group’s Casey's General Stores CASY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $553K | Hold |
1,083
| – | – | 0.04% | 253 |
|
|
2025
Q1 | $470K | Hold |
1,083
| – | – | 0.03% | 266 |
|
|
2024
Q4 | $429K | Buy |
1,083
+414
| +62% | +$164K | 0.03% | 273 |
|
|
2024
Q3 | $251K | Hold |
669
| – | – | 0.02% | 343 |
|
|
2024
Q2 | $255K | Buy |
669
+11
| +2% | +$4.2K | 0.02% | 316 |
|
|
2024
Q1 | $210K | Buy |
+658
| New | +$210K | 0.02% | 350 |
|