EverSource Wealth Advisors’s Casey's General Stores CASY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $111K | Buy |
218
+177
| +432% | +$90.3K | 0.01% | 1140 |
|
|
2025
Q1 | $17.8K | Buy |
41
+5
| +14% | +$2.17K | ﹤0.01% | 1751 |
|
|
2024
Q4 | $14.3K | Sell |
36
-5
| -12% | -$1.98K | ﹤0.01% | 1817 |
|
|
2024
Q3 | $15.4K | Buy |
41
+3
| +8% | +$1.13K | ﹤0.01% | 1626 |
|
|
2024
Q2 | $14.7K | Buy |
38
+5
| +15% | +$1.94K | ﹤0.01% | 1665 |
|
|
2024
Q1 | $10.5K | Buy |
33
+8
| +32% | +$2.56K | ﹤0.01% | 1666 |
|
|
2023
Q4 | $6.87K | Buy |
25
+2
| +9% | +$549 | ﹤0.01% | 1729 |
|
|
2023
Q3 | $6.25K | Sell |
23
-5
| -18% | -$1.36K | ﹤0.01% | 1609 |
|
|
2023
Q2 | $6.83K | Buy |
28
+8
| +40% | +$1.95K | ﹤0.01% | 1601 |
|
|
2023
Q1 | $4.33K | Buy |
20
+15
| +300% | +$3.25K | ﹤0.01% | 1692 |
|
|
2022
Q4 | $1.12K | Hold |
5
| – | – | ﹤0.01% | 2054 |
|
|
2022
Q3 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 1786 |
|
|
2022
Q2 | – | Sell |
-33
| Closed | -$7K | – | 1731 |
|
|
2022
Q1 | $7K | Hold |
33
| – | – | ﹤0.01% | 1127 |
|
|
2021
Q4 | $7K | Buy |
+33
| New | +$7K | ﹤0.01% | 1090 |
|