Mount Yale Investment Advisors’s Casey's General Stores CASY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $520K | Sell |
1,019
-686
| -40% | -$350K | 0.04% | 332 |
|
|
2025
Q1 | $740K | Sell |
1,705
-359
| -17% | -$156K | 0.06% | 247 |
|
|
2024
Q4 | $818K | Sell |
2,064
-300
| -13% | -$119K | 0.07% | 244 |
|
|
2024
Q3 | $888K | Sell |
2,364
-123
| -5% | -$46.2K | 0.09% | 217 |
|
|
2024
Q2 | $949K | Buy |
+2,487
| New | +$949K | 0.08% | 215 |
|
|
2018
Q4 | – | Sell |
-169
| Closed | -$22K | – | 384 |
|
|
2018
Q3 | $22K | Buy |
+169
| New | +$22K | ﹤0.01% | 755 |
|