IWN
Independent Wealth Network’s Casey's General Stores CASY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $780K | Sell |
1,528
-37
| -2% | -$18.9K | 0.28% | 86 |
|
|
2025
Q1 | $679K | Buy |
1,565
+21
| +1% | +$9.12K | 0.27% | 92 |
|
|
2024
Q4 | $612K | Sell |
1,544
-22
| -1% | -$8.72K | 0.25% | 97 |
|
|
2024
Q3 | $588K | Buy |
1,566
+11
| +0.7% | +$4.13K | 0.26% | 104 |
|
|
2024
Q2 | $593K | Buy |
1,555
+128
| +9% | +$48.8K | 0.28% | 94 |
|
|
2024
Q1 | $454K | Sell |
1,427
-77
| -5% | -$24.5K | 0.21% | 124 |
|
|
2023
Q4 | $413K | Sell |
1,504
-191
| -11% | -$52.5K | 0.22% | 121 |
|
|
2023
Q3 | $460K | Sell |
1,695
-499
| -23% | -$135K | 0.28% | 91 |
|
|
2023
Q2 | $535K | Sell |
2,194
-10
| -0.5% | -$2.44K | 0.32% | 83 |
|
|
2023
Q1 | $477K | Buy |
2,204
+15
| +0.7% | +$3.25K | 0.31% | 78 |
|
|
2022
Q4 | $491K | Sell |
2,189
-22
| -1% | -$4.94K | 0.34% | 68 |
|
|
2022
Q3 | $448K | Buy |
2,211
+7
| +0.3% | +$1.42K | 0.35% | 69 |
|
|
2022
Q2 | $408K | Sell |
2,204
-10
| -0.5% | -$1.85K | 0.29% | 91 |
|
|
2022
Q1 | $439K | Sell |
2,214
-979
| -31% | -$194K | 0.28% | 97 |
|
|
2021
Q4 | $630K | Buy |
3,193
+1,990
| +165% | +$393K | 0.39% | 63 |
|
|
2021
Q3 | $240K | Buy |
+1,203
| New | +$240K | 0.16% | 166 |
|