LWM
Laidlaw Wealth Management’s Casey's General Stores CASY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $539K | Sell |
1,056
-58
| -5% | -$29.6K | 1.55% | 24 |
|
|
2025
Q1 | $484K | Buy |
1,114
+51
| +5% | +$22.1K | 1.42% | 21 |
|
|
2024
Q4 | $421K | Buy |
1,063
+32
| +3% | +$12.7K | 0.18% | 124 |
|
|
2024
Q3 | $387K | Buy |
1,031
+147
| +17% | +$55.2K | 0.19% | 121 |
|
|
2024
Q2 | $337K | Sell |
884
-166
| -16% | -$63.3K | 0.19% | 123 |
|
|
2024
Q1 | $334K | Buy |
+1,050
| New | +$334K | 0.19% | 126 |
|