PJWM
Philip James Wealth Mangement’s Casey's General Stores CASY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $227K | Buy |
+444
| New | +$227K | 0.03% | 155 |
|
|
2025
Q1 | – | Sell |
-809
| Closed | -$321K | – | 170 |
|
|
2024
Q4 | $321K | Buy |
809
+1
| +0.1% | +$396 | 0.04% | 132 |
|
|
2024
Q3 | $304K | Sell |
808
-3
| -0.4% | -$1.13K | 0.04% | 126 |
|
|
2024
Q2 | $309K | Sell |
811
-45
| -5% | -$17.2K | 0.21% | 47 |
|
|
2024
Q1 | $273K | Sell |
856
-404
| -32% | -$129K | 0.19% | 53 |
|
|
2023
Q4 | $346K | Buy |
+1,260
| New | +$346K | 0.27% | 48 |
|