GeoWealth 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
$124K Buy
+243
New +$124K ﹤0.01% 763
2025
Q1
Sell
-183
Closed -$72.5K 1168
2024
Q4
$72.5K Buy
183
+8
+5% +$3.17K ﹤0.01% 1048
2024
Q3
$65.8K Buy
+175
New +$65.8K ﹤0.01% 1002