Cyndeo Wealth Partners’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 | $1.4M | Hold |
2,741
| – | – | 0.08% | 192 |
|
|
2025
Q1 | $1.19M | Buy |
2,741
+11
| +0.4% | +$4.78K | 0.08% | 193 |
|
|
2024
Q4 | $1.08M | Buy |
2,730
+14
| +0.5% | +$5.55K | 0.07% | 206 |
|
|
2024
Q3 | $1.02M | Sell |
2,716
-10
| -0.4% | -$3.76K | 0.07% | 211 |
|
|
2024
Q2 | $1.04M | Sell |
2,726
-8
| -0.3% | -$3.05K | 0.08% | 207 |
|
|
2024
Q1 | $871K | Hold |
2,734
| – | – | 0.07% | 210 |
|
|
2023
Q4 | $751K | Hold |
2,734
| – | – | 0.07% | 214 |
|
|
2023
Q3 | $742K | Buy |
2,734
+2
| +0.1% | +$543 | 0.08% | 192 |
|
|
2023
Q2 | $666K | Buy |
2,732
+15
| +0.6% | +$3.66K | 0.07% | 196 |
|
|
2023
Q1 | $588K | Buy |
2,717
+35
| +1% | +$7.58K | 0.06% | 205 |
|
|
2022
Q4 | $602K | Buy |
+2,682
| New | +$602K | 0.07% | 198 |
|