CWA
Clarus Wealth Advisors’s Casey's General Stores CASY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $294K | Sell |
574
-67
| -10% | -$34.3K | 0.14% | 69 |
|
|
2025
Q1 | $282K | Buy |
+641
| New | +$282K | 0.15% | 69 |
|
|
2024
Q4 | – | Sell |
-572
| Closed | -$213K | – | 125 |
|
|
2024
Q3 | $213K | Buy |
572
+20
| +4% | +$7.45K | 0.11% | 126 |
|
|
2024
Q2 | $201K | Buy |
+552
| New | +$201K | 0.11% | 126 |
|