Montag & Associates’s Casey's General Stores CASY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$5.06M Sell
2025
Q2
$4.59M Sell
2025
Q1
$4.37M Buy
2024
Q4
$3.95M Buy
2024
Q3
$3.6M Sell
2024
Q2
$3.67M Hold
2024
Q1
$3.06M Buy
2023
Q4
$12.4K Hold
2023
Q3
$12.2K Hold
2023
Q2
$11K Hold
2023
Q1
$9.74K Hold
2022
Q4
$10.1K Buy