True Wealth Design’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 | $2.55K | Hold |
5
| – | – | ﹤0.01% | 1078 |
|
|
2025
Q1 | $2.17K | Buy |
5
+2
| +67% | +$868 | ﹤0.01% | 980 |
|
|
2024
Q4 | $1.19K | Hold |
3
| – | – | ﹤0.01% | 886 |
|
|
2024
Q3 | $1.13K | Buy |
3
+1
| +50% | +$376 | ﹤0.01% | 944 |
|
|
2024
Q2 | $764 | Buy |
2
+1
| +100% | +$382 | ﹤0.01% | 573 |
|
|
2024
Q1 | $319 | Buy |
+1
| New | +$319 | ﹤0.01% | 706 |
|
|
2023
Q4 | – | Sell |
-1
| Closed | -$272 | – | 787 |
|
|
2023
Q3 | $272 | Buy |
+1
| New | +$272 | ﹤0.01% | 585 |
|