Valmark Advisers’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 | $2.25M | Buy |
4,404
+21
| +0.5% | +$10.7K | 0.03% | 208 |
|
|
2025
Q1 | $1.9M | Buy |
4,383
+182
| +4% | +$79K | 0.03% | 216 |
|
|
2024
Q4 | $1.66M | Buy |
4,201
+60
| +1% | +$23.8K | 0.03% | 231 |
|
|
2024
Q3 | $1.56M | Sell |
4,141
-29
| -0.7% | -$10.9K | 0.02% | 229 |
|
|
2024
Q2 | $1.59M | Sell |
4,170
-105
| -2% | -$40.1K | 0.03% | 207 |
|
|
2024
Q1 | $1.36M | Buy |
+4,275
| New | +$1.36M | 0.02% | 222 |
|