Venturi 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
Q1 | – | Sell |
-121
| Closed | -$47.9K | – | 759 |
|
|
2024
Q4 | $47.9K | Sell |
121
-4
| -3% | -$1.59K | ﹤0.01% | 1028 |
|
|
2024
Q3 | $47K | Buy |
125
+113
| +942% | +$42.5K | ﹤0.01% | 788 |
|
|
2024
Q2 | $4.58K | Buy |
+12
| New | +$4.58K | ﹤0.01% | 1251 |
|
|
2024
Q1 | – | Sell |
-4
| Closed | -$1.1K | – | 1373 |
|
|
2023
Q4 | $1.1K | Buy |
+4
| New | +$1.1K | ﹤0.01% | 1328 |
|