Smith Salley 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 | $15.6M | Buy |
30,656
+621
| +2% | +$317K | 0.91% | 36 |
|
|
2025
Q1 | $13M | Buy |
30,035
+252
| +0.8% | +$109K | 0.85% | 38 |
|
|
2024
Q4 | $11.8M | Buy |
29,783
+548
| +2% | +$217K | 0.76% | 39 |
|
|
2024
Q3 | $11M | Buy |
29,235
+1,278
| +5% | +$480K | 0.72% | 44 |
|
|
2024
Q2 | $10.7M | Buy |
27,957
+2,157
| +8% | +$823K | 0.77% | 39 |
|
|
2024
Q1 | $8.22M | Buy |
+25,800
| New | +$8.22M | 0.64% | 47 |
|