BWM
BNC 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 | $256K | Hold |
502
| – | – | 0.08% | 78 |
|
|
2025
Q1 | $218K | Buy |
+502
| New | +$218K | 0.08% | 88 |
|
|
2024
Q3 | – | Sell |
-552
| Closed | -$211K | – | 95 |
|
|
2024
Q2 | $211K | Buy |
+552
| New | +$211K | 0.08% | 95 |
|
|
2023
Q2 | – | Sell |
-7,086
| Closed | -$1.53M | – | 104 |
|
|
2023
Q1 | $1.53M | Buy |
+7,086
| New | +$1.53M | 0.86% | 40 |
|
|
2020
Q4 | – | Sell |
-452
| Closed | -$80K | – | 154 |
|
|
2020
Q3 | $80K | Buy |
+452
| New | +$80K | 0.06% | 133 |
|