MWM
Moran 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 | $5.61M | Buy |
10,988
+22
| +0.2% | +$11.2K | 0.17% | 165 |
|
|
2025
Q1 | $4.76M | Buy |
10,966
+399
| +4% | +$173K | 0.16% | 180 |
|
|
2024
Q4 | $4.19M | Buy |
10,567
+389
| +4% | +$154K | 0.13% | 185 |
|
|
2024
Q3 | $3.82M | Buy |
10,178
+82
| +0.8% | +$30.8K | 0.12% | 202 |
|
|
2024
Q2 | $3.85M | Buy |
10,096
+419
| +4% | +$160K | 0.13% | 194 |
|
|
2024
Q1 | $3.08M | Sell |
9,677
-41
| -0.4% | -$13.1K | 0.1% | 217 |
|
|
2023
Q4 | $2.67M | Buy |
+9,718
| New | +$2.67M | 0.1% | 229 |
|