Philip James Wealth Mangement’s Casey's General Stores CASY Stock Holding History

Philip James Wealth Mangement’s Portfolio CASY Stock Details CASY Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell
2025 Q3	$202K	Sell
2025 Q2	$227K	Buy
2025 Q1	–	Sell
2024 Q4	$321K	Buy
2024 Q3	$304K	Sell
2024 Q2	$309K	Sell
2024 Q1	$273K	Sell
2023 Q4	$346K	Buy