Olistico Wealth’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 | $823K | Sell |
1,613
-555
| -26% | -$283K | 0.46% | 45 |
|
|
2025
Q1 | $941K | Hold |
2,168
| – | – | 0.58% | 39 |
|
|
2024
Q4 | $859K | Hold |
2,168
| – | – | 0.5% | 38 |
|
|
2024
Q3 | $815K | Hold |
2,168
| – | – | 0.5% | 39 |
|
|
2024
Q2 | $827K | Hold |
2,168
| – | – | 0.53% | 37 |
|
|
2024
Q1 | $690K | Sell |
2,168
-502
| -19% | -$160K | 0.5% | 46 |
|
|
2023
Q4 | $734K | Buy |
2,670
+2
| +0.1% | +$550 | 0.57% | 40 |
|
|
2023
Q3 | $724K | Hold |
2,668
| – | – | 0.65% | 41 |
|
|
2023
Q2 | $651K | Hold |
2,668
| – | – | 0.56% | 45 |
|
|
2023
Q1 | $578K | Buy |
2,668
+1,350
| +102% | +$292K | 0.55% | 47 |
|
|
2022
Q4 | $296K | Buy |
+1,318
| New | +$296K | 0.32% | 81 |
|