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

Forum Financial Management’s Portfolio CASY Stock Details CASY Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell
2025 Q4	$488K	Buy
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