Nicola Wealth Management’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 | $5.31M | Sell |
10,400
-43,500
| -81% | -$22.2M | 0.5% | 49 |
|
|
2025
Q1 | $23.4M | Sell |
53,900
-8,200
| -13% | -$3.56M | 2.28% | 7 |
|
|
2024
Q4 | $24.6M | Hold |
62,100
| – | – | 2.33% | 11 |
|
|
2024
Q3 | $23.3M | Buy |
62,100
+7,100
| +13% | +$2.67M | 1.85% | 14 |
|
|
2024
Q2 | $21M | Hold |
55,000
| – | – | 1.88% | 17 |
|
|
2024
Q1 | $17.5M | Buy |
+55,000
| New | +$17.5M | 1.7% | 21 |
|