Congress Wealth Management’s Casey's General Stores CASY Stock Holding History

Congress Wealth Management’s Portfolio CASY Stock Details CASY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$15M	Sell
2025 Q1	$14.8M	Sell
2024 Q4	$16M	Sell
2024 Q3	$15.9M	Buy
2024 Q2	$16M	Buy
2024 Q1	$916K	Buy