MIS
Morningstar Investment Services’s Casey's General Stores CASY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $404K | Buy |
+931
| New | +$404K | 0.07% | 123 |
|
|
2024
Q4 | – | Sell |
-1,082
| Closed | -$404K | – | 174 |
|
|
2024
Q3 | $404K | Buy |
1,082
+130
| +14% | +$48.5K | ﹤0.01% | 299 |
|
|
2024
Q2 | $364K | Sell |
952
-364
| -28% | -$139K | ﹤0.01% | 287 |
|
|
2024
Q1 | $419K | Sell |
1,316
-1,636
| -55% | -$521K | ﹤0.01% | 254 |
|
|
2023
Q4 | $812K | Buy |
+2,952
| New | +$812K | ﹤0.01% | 245 |
|