Integrated Wealth Concepts’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 | $1.32M | Sell |
2,593
-365
| -12% | -$186K | 0.01% | 784 |
|
|
2025
Q1 | $1.28M | Buy |
2,958
+366
| +14% | +$159K | 0.02% | 721 |
|
|
2024
Q4 | $1.03M | Buy |
2,592
+866
| +50% | +$343K | 0.01% | 798 |
|
|
2024
Q3 | $649K | Buy |
1,726
+903
| +110% | +$339K | 0.01% | 978 |
|
|
2024
Q2 | $314K | Buy |
823
+111
| +16% | +$42.4K | ﹤0.01% | 1291 |
|
|
2024
Q1 | $227K | Buy |
+712
| New | +$227K | ﹤0.01% | 1466 |
|