Trueblood 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 | $1.18M | Buy |
2,310
+154
| +7% | +$78.6K | 0.49% | 68 |
|
|
2025
Q1 | $936K | Buy |
2,156
+561
| +35% | +$243K | 0.43% | 80 |
|
|
2024
Q4 | $632K | Buy |
1,595
+80
| +5% | +$31.7K | 0.31% | 110 |
|
|
2024
Q3 | $569K | Buy |
1,515
+91
| +6% | +$34.2K | 0.29% | 113 |
|
|
2024
Q2 | $543K | Buy |
1,424
+109
| +8% | +$41.6K | 0.31% | 102 |
|
|
2024
Q1 | $419K | Buy |
1,315
+202
| +18% | +$64.3K | 0.24% | 119 |
|
|
2023
Q4 | $306K | Buy |
+1,113
| New | +$306K | 0.19% | 147 |
|