FSB Premier Wealth Management’s Casey's General Stores CASY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.18M | Sell |
2,318
-98
| -4% | -$50K | 0.42% | 65 |
|
|
2025
Q1 | $1.05M | Sell |
2,416
-107
| -4% | -$46.4K | 0.41% | 70 |
|
|
2024
Q4 | $1,000K | Sell |
2,523
-7
| -0.3% | -$2.77K | 0.4% | 68 |
|
|
2024
Q3 | $951K | Sell |
2,530
-11
| -0.4% | -$4.13K | 0.39% | 68 |
|
|
2024
Q2 | $970K | Hold |
2,541
| – | – | 0.44% | 54 |
|
|
2024
Q1 | $809K | Sell |
2,541
-15
| -0.6% | -$4.78K | 0.38% | 61 |
|
|
2023
Q4 | $702K | Buy |
2,556
+1
| +0% | +$275 | 0.35% | 67 |
|
|
2023
Q3 | $694K | Buy |
2,555
+196
| +8% | +$53.2K | 0.39% | 59 |
|
|
2023
Q2 | $575K | Sell |
2,359
-95
| -4% | -$23.2K | 0.31% | 71 |
|
|
2023
Q1 | $531K | Sell |
2,454
-91
| -4% | -$19.7K | 0.3% | 75 |
|
|
2022
Q4 | $571K | Sell |
2,545
-6
| -0.2% | -$1.35K | 0.31% | 70 |
|
|
2022
Q3 | $516K | Hold |
2,551
| – | – | 0.3% | 68 |
|
|
2022
Q2 | $471K | Sell |
2,551
-56
| -2% | -$10.3K | 0.26% | 78 |
|
|
2022
Q1 | $538K | Buy |
2,607
+57
| +2% | +$11.8K | 0.27% | 72 |
|
|
2021
Q4 | $503K | Hold |
2,550
| – | – | 0.21% | 85 |
|
|
2021
Q3 | $480K | Buy |
2,550
+488
| +24% | +$91.9K | 0.24% | 73 |
|
|
2021
Q2 | $401K | Buy |
2,062
+310
| +18% | +$60.3K | 0.21% | 74 |
|
|
2021
Q1 | $378K | Buy |
1,752
+62
| +4% | +$13.4K | 0.2% | 75 |
|
|
2020
Q4 | $301K | Buy |
+1,690
| New | +$301K | 0.16% | 84 |
|