MAG
Mokosak Advisory Group’s Casey's General Stores CASY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.09M | Buy |
2,139
+10
| +0.5% | +$5.1K | 0.31% | 16 |
|
|
2025
Q1 | $924K | Buy |
2,129
+859
| +68% | +$373K | 0.29% | 16 |
|
|
2024
Q4 | $503K | Buy |
1,270
+64
| +5% | +$25.4K | 0.15% | 18 |
|
|
2024
Q3 | $454K | Hold |
1,206
| – | – | 0.14% | 20 |
|
|
2024
Q2 | $460K | Buy |
1,206
+4
| +0.3% | +$1.53K | 0.15% | 18 |
|
|
2024
Q1 | $383K | Hold |
1,202
| – | – | 0.13% | 19 |
|
|
2023
Q4 | $330K | Sell |
1,202
-53
| -4% | -$14.6K | 0.12% | 21 |
|
|
2023
Q3 | $341K | Buy |
1,255
+13
| +1% | +$3.53K | 0.14% | 20 |
|
|
2023
Q2 | $303K | Buy |
1,242
+45
| +4% | +$11K | 0.12% | 21 |
|
|
2023
Q1 | $259K | Buy |
1,197
+4
| +0.3% | +$865 | 0.11% | 21 |
|
|
2022
Q4 | $268K | Buy |
+1,193
| New | +$268K | 0.12% | 21 |
|