CWM
Congress 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 | $15M | Sell |
29,446
-4,617
| -14% | -$2.36M | 0.15% | 172 |
|
|
2025
Q1 | $14.8M | Sell |
34,063
-6,381
| -16% | -$2.77M | 0.18% | 147 |
|
|
2024
Q4 | $16M | Sell |
40,444
-1,750
| -4% | -$693K | 0.22% | 132 |
|
|
2024
Q3 | $15.9M | Buy |
42,194
+133
| +0.3% | +$50K | 0.21% | 141 |
|
|
2024
Q2 | $16M | Buy |
42,061
+39,185
| +1,362% | +$15M | 0.26% | 108 |
|
|
2024
Q1 | $916K | Buy |
+2,876
| New | +$916K | 0.02% | 384 |
|