Wallace Advisory Group’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
$236K Buy
543
+29
+6% +$12.6K 0.17% 158
2025
Q1
$204K Sell
514
-88
-15% -$34.9K 0.14% 177
2024
Q4
$226K Sell
602
-44
-7% -$16.5K 0.16% 160
2024
Q3
$246K Hold
646
0.18% 148
2024
Q2
$246K Buy
+646
New +$246K 0.18% 149