Independent Solutions 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
$2.71M Buy
5,317
+135
+3% +$68.9K 0.53% 61
2025
Q1
$2.25M Buy
5,182
+142
+3% +$61.6K 0.5% 65
2024
Q4
$2M Buy
+5,040
New +$2M 0.44% 74