FFM
Forum Financial Management’s Casey's General Stores CASY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $449K | Buy |
880
+78
| +10% | +$39.8K | 0.01% | 459 |
|
|
2025
Q1 | $348K | Buy |
802
+1
| +0.1% | +$434 | 0.01% | 516 |
|
|
2024
Q4 | $317K | Buy |
801
+1
| +0.1% | +$396 | 0.01% | 581 |
|
|
2024
Q3 | $301K | Sell |
800
-1
| -0.1% | -$376 | 0.01% | 514 |
|
|
2024
Q2 | $306K | Buy |
801
+3
| +0.4% | +$1.15K | 0.01% | 468 |
|
|
2024
Q1 | $254K | Hold |
798
| – | – | ﹤0.01% | 583 |
|
|
2023
Q4 | $219K | Hold |
798
| – | – | ﹤0.01% | 598 |
|
|
2023
Q3 | $217K | Buy |
+798
| New | +$217K | ﹤0.01% | 557 |
|