Carson Wealth (CWM LLC)’s Casey's General Stores CASY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.68M | Buy |
5,252
+92
| +2% | +$46.9K | 0.01% | 840 |
|
|
2025
Q1 | $2.24M | Sell |
5,160
-7,161
| -58% | -$3.11M | 0.01% | 789 |
|
|
2024
Q4 | $4.88M | Sell |
12,321
-538
| -4% | -$213K | 0.02% | 479 |
|
|
2024
Q3 | $4.83M | Sell |
12,859
-1,269
| -9% | -$477K | 0.02% | 450 |
|
|
2024
Q2 | $5.39M | Buy |
14,128
+8,114
| +135% | +$3.1M | 0.03% | 407 |
|
|
2024
Q1 | $1.92M | Sell |
6,014
-711
| -11% | -$226K | 0.01% | 634 |
|
|
2023
Q4 | $1.85M | Buy |
6,725
+4,846
| +258% | +$1.33M | 0.01% | 590 |
|
|
2023
Q3 | $510K | Buy |
1,879
+19
| +1% | +$5.16K | ﹤0.01% | 969 |
|
|
2023
Q2 | $454K | Buy |
1,860
+138
| +8% | +$33.7K | ﹤0.01% | 969 |
|
|
2023
Q1 | $373K | Sell |
1,722
-43
| -2% | -$9.31K | ﹤0.01% | 983 |
|
|
2022
Q4 | $396K | Sell |
1,765
-100
| -5% | -$22.4K | ﹤0.01% | 879 |
|
|
2022
Q3 | $378K | Sell |
1,865
-151
| -7% | -$30.6K | ﹤0.01% | 829 |
|
|
2022
Q2 | $373K | Buy |
2,016
+831
| +70% | +$154K | ﹤0.01% | 818 |
|
|
2022
Q1 | $235K | Buy |
1,185
+8
| +0.7% | +$1.59K | ﹤0.01% | 973 |
|
|
2021
Q4 | $232K | Buy |
+1,177
| New | +$232K | ﹤0.01% | 963 |
|
|
2021
Q2 | $234K | Hold |
1,201
| – | – | ﹤0.01% | 846 |
|
|
2021
Q1 | $234K | Hold |
1,201
| – | – | ﹤0.01% | 846 |
|
|
2020
Q4 | $234K | Hold |
1,201
| – | – | ﹤0.01% | 846 |
|
|
2020
Q3 | $234K | Hold |
1,201
| – | – | ﹤0.01% | 846 |
|
|
2020
Q2 | $234K | Hold |
1,201
| – | – | ﹤0.01% | 846 |
|
|
2020
Q1 | $234K | Hold |
1,201
| – | – | ﹤0.01% | 846 |
|
|
2019
Q4 | $234K | Hold |
1,201
| – | – | ﹤0.01% | 846 |
|
|
2019
Q3 | $234K | Hold |
1,201
| – | – | ﹤0.01% | 846 |
|
|
2019
Q2 | $234K | Hold |
1,201
| – | – | ﹤0.01% | 846 |
|
|
2019
Q1 | $234K | Sell |
1,201
-60,433
| -98% | -$11.8M | ﹤0.01% | 846 |
|
|
2018
Q4 | $7.9M | Buy |
61,634
+969
| +2% | +$124K | 0.2% | 108 |
|
|
2018
Q3 | $7.83M | Sell |
60,665
-11,229
| -16% | -$1.45M | 0.2% | 118 |
|
|
2018
Q2 | $7.56M | Buy |
71,894
+21,666
| +43% | +$2.28M | 0.25% | 100 |
|
|
2018
Q1 | $5.51M | Buy |
50,228
+50,213
| +334,753% | +$5.51M | 0.22% | 94 |
|
|
2017
Q4 | $2K | Buy |
15
+10
| +200% | +$1.33K | ﹤0.01% | 1256 |
|
|
2017
Q3 | $1K | Hold |
5
| – | – | ﹤0.01% | 1349 |
|
|
2017
Q2 | $1K | Hold |
5
| – | – | ﹤0.01% | 1074 |
|
|
2017
Q1 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 1041 |
|
|
2014
Q4 | – | Sell |
-13,332
| Closed | -$956K | – | 174 |
|
|
2014
Q3 | $956K | Buy |
13,332
+9,806
| +278% | +$703K | 0.14% | 129 |
|
|
2014
Q2 | $248K | Buy |
+3,526
| New | +$248K | 0.04% | 158 |
|