DAS
Diversify Advisory Services’s Casey's General Stores CASY Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $430K | Buy |
828
+352
| +74% | +$183K | 0.02% | 582 |
|
2025
Q1 | $220K | Buy |
+476
| New | +$220K | 0.01% | 592 |
|
2024
Q4 | – | Sell |
-556
| Closed | -$217K | – | 628 |
|
2024
Q3 | $217K | Sell |
556
-370
| -40% | -$144K | 0.01% | 589 |
|
2024
Q2 | $334K | Sell |
926
-1,138
| -55% | -$411K | 0.02% | 474 |
|
2024
Q1 | $651K | Buy |
+2,064
| New | +$651K | 0.04% | 354 |
|