CWP
Concord Wealth Partners’s Casey's General Stores CASY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.1K | Hold |
10
| – | – | ﹤0.01% | 630 |
|
|
2025
Q1 | $4.34K | Hold |
10
| – | – | ﹤0.01% | 601 |
|
|
2024
Q4 | $3.96K | Hold |
10
| – | – | ﹤0.01% | 635 |
|
|
2024
Q3 | $3.76K | Hold |
10
| – | – | ﹤0.01% | 674 |
|
|
2024
Q2 | $3.82K | Hold |
10
| – | – | ﹤0.01% | 602 |
|
|
2024
Q1 | $3.19K | Hold |
10
| – | – | ﹤0.01% | 708 |
|
|
2023
Q4 | $2.75K | Hold |
10
| – | – | ﹤0.01% | 687 |
|
|
2023
Q3 | $2.72K | Hold |
10
| – | – | ﹤0.01% | 823 |
|
|
2023
Q2 | $2.44K | Hold |
10
| – | – | ﹤0.01% | 834 |
|
|
2023
Q1 | $2.17K | Hold |
10
| – | – | ﹤0.01% | 801 |
|
|
2022
Q4 | $2.24K | Buy |
+10
| New | +$2.24K | ﹤0.01% | 914 |
|
|
2022
Q3 | – | Sell |
-10
| Closed | -$2K | – | 299 |
|
|
2022
Q2 | $2K | Hold |
10
| – | – | ﹤0.01% | 998 |
|
|
2022
Q1 | $2K | Hold |
10
| – | – | ﹤0.01% | 1072 |
|
|
2021
Q4 | $2K | Hold |
10
| – | – | ﹤0.01% | 1104 |
|
|
2021
Q3 | $2K | Hold |
10
| – | – | ﹤0.01% | 736 |
|
|
2021
Q2 | $2K | Hold |
10
| – | – | ﹤0.01% | 872 |
|
|
2021
Q1 | $2K | Hold |
10
| – | – | ﹤0.01% | 806 |
|
|
2020
Q4 | $2K | Buy |
+10
| New | +$2K | ﹤0.01% | 520 |
|