Forum Financial Management’s Casey's General Stores CASY Stock Holding History

Forum Financial 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 Q3	$498K	Buy
2025 Q2	$449K	Buy
2025 Q1	$348K	Buy
2024 Q4	$317K	Buy
2024 Q3	$301K	Sell
2024 Q2	$306K	Buy
2024 Q1	$254K	Hold
2023 Q4	$219K	Hold
2023 Q3	$217K	Buy