MinichMacGregor Wealth Management’s Casey's General Stores CASY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-340
| Closed | -$76.3K | – | 172 |
|
|
2022
Q4 | $76.3K | Buy |
+340
| New | +$76.3K | 0.03% | 142 |
|
|
2018
Q4 | – | Sell |
-340
| Closed | -$43K | – | 159 |
|
|
2018
Q3 | $43K | Hold |
340
| – | – | 0.03% | 131 |
|
|
2018
Q2 | $35K | Hold |
340
| – | – | 0.02% | 140 |
|
|
2018
Q1 | $37K | Hold |
340
| – | – | 0.03% | 134 |
|
|
2017
Q4 | $38K | Hold |
340
| – | – | 0.03% | 128 |
|
|
2017
Q3 | $37K | Hold |
340
| – | – | 0.03% | 126 |
|
|
2017
Q2 | $36K | Hold |
340
| – | – | 0.03% | 119 |
|
|
2017
Q1 | $38K | Hold |
340
| – | – | 0.03% | 119 |
|
|
2016
Q4 | $40K | Hold |
340
| – | – | 0.04% | 120 |
|
|
2016
Q3 | $40K | Hold |
340
| – | – | 0.04% | 130 |
|
|
2016
Q2 | $44K | Hold |
340
| – | – | 0.04% | 113 |
|
|
2016
Q1 | $38K | Hold |
340
| – | – | 0.04% | 126 |
|
|
2015
Q4 | $29K | Buy |
+340
| New | +$29K | 0.03% | 140 |
|