Cornerstone Wealth Management’s Casey's General Stores CASY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $236K | Hold |
462
| – | – | 0.01% | 578 |
|
|
2025
Q1 | $201K | Buy |
+462
| New | +$201K | 0.01% | 580 |
|
|
2019
Q2 | – | Sell |
-492
| Closed | -$255K | – | 376 |
|
|
2019
Q1 | $255K | Buy |
+492
| New | +$255K | 0.03% | 429 |
|
|
2018
Q4 | – | Sell |
-27,490
| Closed | -$250K | – | 445 |
|
|
2018
Q3 | $250K | Sell |
27,490
-24,198
| -47% | -$220K | ﹤0.01% | 1126 |
|
|
2018
Q2 | $499K | Buy |
+51,688
| New | +$499K | 0.01% | 1028 |
|