Carson Wealth (CWM LLC)’s Casey's General Stores CASY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.85M | Sell |
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|
2025
Q2 | $2.68M | Buy |
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|
2025
Q1 | $2.24M | Sell |
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|
2024
Q4 | $4.88M | Sell |
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|
2024
Q3 | $4.83M | Sell |
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|
2024
Q2 | $5.39M | Buy |
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|
2024
Q1 | $1.92M | Sell |
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|
2023
Q4 | $1.85M | Buy |
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|
2023
Q3 | $510K | Buy |
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|
2023
Q2 | $454K | Buy |
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|
2023
Q1 | $373K | Sell |
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|
2022
Q4 | $396K | Sell |
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|
2022
Q3 | $378K | Sell |
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|
2022
Q2 | $373K | Buy |
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|
2022
Q1 | $235K | Buy |
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|
2021
Q4 | $232K | Buy |
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|
2021
Q2 | $234K | Hold |
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|
2021
Q1 | $234K | Hold |
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|
2020
Q4 | $234K | Hold |
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|
2020
Q3 | $234K | Hold |
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|
2020
Q2 | $234K | Hold |
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|
2020
Q1 | $234K | Hold |
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|
2019
Q4 | $234K | Hold |
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|
2019
Q3 | $234K | Hold |
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|
2019
Q2 | $234K | Hold |
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|
2019
Q1 | $234K | Sell |
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|
2018
Q4 | $7.9M | Buy |
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|
2018
Q3 | $7.83M | Sell |
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|
2018
Q2 | $7.55M | Buy |
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|
2018
Q1 | $5.51M | Buy |
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|
2017
Q4 | $2K | Buy |
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|
2017
Q3 | $1K | Hold |
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|
2017
Q2 | $1K | Hold |
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|
2017
Q1 | $1K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $956K | Buy |
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|
2014
Q2 | $248K | Buy |
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